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Useful Information from CIM's Wealth Strategist, Art Dicker Periodically, Art Dicker, CIM's Wealth Strategist, writes topical pieces for clients of CIM. If you have not been receiving these pieces through email, please contact your Relationship Manager to update your email address in our records. If you have any questions regarding the information on this page, or have a particular area of interest you would like Art to touch upon, please contact Art directly at (518) 391-4280.
Taxes and Investing - December 2011 - January 2012 In an ongoing series, Art Dicker discusses the topic of taxes and investments. Although the return on your investment in important, how much of that return you keep after taxes is also important. Part 1, was first published in December 2011, Part II & III were published in January 2012. Parts IV and V were published in February 2012 These are the beginning of a series which will continue over the next few months. Taxes and Investing- Part I Taxes and Investing- Part II Taxes and Investing- Part III Taxes and Investing- Part IV Taxes and Investing- Part V Another section of Art's taxes and investing series was conducted by conference call on January 19th. Below is a link to the recording of that conference call. Taxes and Investing Conference Call 01/19/12 Correction to recording: In any one year, up to $3000 (not 3% of income) of net capital losses in excess of capital gains can be used to offset other income. Any remaining excess carries over to future years indefinitely.
When to Claim Social Security Benefits - April-May 2011 In a series of four emails, Art Dicker discusses when to start receiving Social Security benefits. When to Claim Social Security Benefits- Part I When to Claim Social Security Benefits- Part II When to Claim Social Security Benefits- Part III When to Claim Social Security Benefits- Part IV
The ABCs of Roth IRAs - January 2011 What are the advantages of a Roth IRA account? Who should consider doing a Roth conversion? Art Dicker addressed these questions and others in a conference call for clients on January 26, 2011. Click here for the link to “ABCs of Roth IRAs” and it will take you to the recording. The call lasts approximately 15 minutes. If you have any questions about Roth IRAs, please contact Art Dicker at 518-391-4280 or call your Relationship Manager. Circular 230 disclaimer: If any advice concerning one or more U.S. Federal tax issues is contained in this communication (including any attachments), such advice is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code or promoting, marketing or recommending to any party any transaction or matter addressed herein.
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