Tommy Sikes

Personal Finance, Retirement, Investing
“It's not too late. Get investing, wealth building and financial help from a modern adviser. ”

Wealthific (by Sikes Capital, Inc.)

Job Title:

Owner / Advisor


It's' not too late to have a great retirement. 

Are you in your 40's or 50's and worried about having enough? Do you feel like you're running out of time? Do you wish you had a better handle on your investing and finances?

The good news is it's not your fault. You're a victim of the Big Banks, Big Brokerages and Big Insurance.

You just need trustworthy help and a simple process to follow. You can do this.

>> Start here.



BA, Industrial Relations, UNC Chapel Hill

Assets Under Management:

$9 million

Fee Structure:

Fee-Only, fixed fee, membership, paid courses

CRD Number:


  • How to build a dividend stock portfolio
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    IRAs, Taxes
What tax document do we need to file after realizing a heavy tax burden following an IRA conversion?
100% of people found this answer helpful

I would contact a CPA to help you with this.

It should be pretty straightforward. You should have the 1099-R from the original conversion, and the recharacterization form.

Click here for the IRS info page on recharacterization.

You will need to file an amended 1040 if you already filed.

Hope that helps!

June 2017
    Retirement, 401(k)
What is the effect of retiring Baby Boomers on the market?
100% of people found this answer helpful
May 2017
    Investing, ETFs
I would like to determine the top 5 ETFs to invest in to maximize profits from the eventual price increase on crude oil.
100% of people found this answer helpful
May 2017
    Debt, Real Estate
Should I get a credit card to improve already good credit?
100% of people found this answer helpful
May 2017
How do I seek a qualified investor to fund my book projects?
100% of people found this answer helpful
April 2017