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Chris Dime, CFP® - Dime & Associates
United States
Приєднався 24 лис 2021
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Investment advice offered through Mariner Investment Advisor Network, LLC a Registered Investment Advisor. Dime & Associates and Mariner Investment Advisor Network, LLC are separate entities from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Investment advice offered through Mariner Investment Advisor Network, LLC a Registered Investment Advisor. Dime & Associates and Mariner Investment Advisor Network, LLC are separate entities from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
4 Natural Laws of Investing - First Principles of Long-Term Investing
In this video we'll talk through what I colloquially refer to as the 4 natural laws of investing (originally taken from Ted Shanahan with Northwestern Mutual).
00:00 - Intro
00:49 - Investing Philosophies
02:14 - Security Selection
03:50 - 4 Natural Laws
04:22 - Law 1 = Cyclicality
04:50 - Law 2 = Diversify
05:42 - Law 3 = Rebalance
07:04 - Law 4 = Dollar Cost Average
08:53 - Calls to Action
#edmonds #retirement
00:00 - Intro
00:49 - Investing Philosophies
02:14 - Security Selection
03:50 - 4 Natural Laws
04:22 - Law 1 = Cyclicality
04:50 - Law 2 = Diversify
05:42 - Law 3 = Rebalance
07:04 - Law 4 = Dollar Cost Average
08:53 - Calls to Action
#edmonds #retirement
Переглядів: 150
Відео
Withdrawing the Basis Tax-Free from Roth IRA and Roth 401(k)
Переглядів 1 тис.14 днів тому
00:00 - Intro 00:38 - Roth IRA v Roth 401(k) Overview 03:21 - Roth IRA v Roth 401(k) Basis Withdrawals 06:55 - Example Roth 401(k) Withdrawal 07:38 - Tracking Basis 09:48 - Should you roll 401k to IRA 11:04 - Calls to Action IRS on Roth 401k - www.irs.gov/retirement-plans/roth-acct-in-your-retirement-plan IRS on Roth 401(k) (2) - www.irs.gov/retirement-plans/retirement-plans-faqs-on-designated-...
Per Capita vs Per Stirpes Beneficiary Designations
Переглядів 8421 день тому
Per Capita (aka Pro Rata) vs Per Stirpes Designations 00:00 - Intro 01:24 - Per Capita/Pro Rata 03:01 - Per Stirpes 04:56 - Walkthrough Examples 08:00 - Best Practices 08:38 - Calls to Action PTM Trusts and Estate Law - ptmlegal.com/blog/per-stirpes-vs-pro-rata IRS on Per Stirpes - www.irs.gov/pub/irs-wd/202318014.pdf Another Visual - theretirementpath.com/wp-content/uploads/2021/04/Beneficiary...
What is a Crummy Notice and when is it needed?
Переглядів 80Місяць тому
00:00 - Intro 00:37 - Gifting in Trust 01:49 - Annual Gift Limit 03:21 - Present and Future Interest 05:16 - Example 07:48 - Crummey Notice Best Practices 10:33 - Calls to Action Stimmel Law Article - www.stimmel-law.com/en/articles/crummey-notices-and-proper-estate-planning Crummey Case - law.justia.com/cases/federal/appellate-courts/F2/397/82/360188/ #edmonds #retirement
Trust vs Personal Tax Rates - Who pays the Tax?
Переглядів 504Місяць тому
This video explains when trusts pay taxes at trust rates or when that income is taxed to beneficiaries. 00:00 - Intro 00:09 - Trusts in General 04:09 - Trust Taxation 06:19 - Trust v Personal Tax Rates 08:00 - Which property to move into Trust? 12:16 - Summary @RUTHPGEORGELAWPLLC Explainer Video - ua-cam.com/video/nC-1P6C-PYw/v-deo.html IRS on Trust Rates - www.irs.gov/pub/irs-pdf/f1041es.pdf #...
Ordinary Income and Capital Gains Taxes
Переглядів 511Місяць тому
Ordinary Income and Capital Gains Taxes
Inherited IRA and Back Door Roth Pro-Rata Aggregation
Переглядів 181Місяць тому
Inherited IRA and Back Door Roth Pro-Rata Aggregation
IBM ESPP Explained - Purchase Stock at a Discount
Переглядів 298Місяць тому
IBM ESPP Explained - Purchase Stock at a Discount
Roth 401k to Roth IRA Rollovers - Tax Explainer
Переглядів 3,2 тис.2 місяці тому
Roth 401k to Roth IRA Rollovers - Tax Explainer
Max 457(b) Contributions and Catch Up(s) [Deferred Comp]
Переглядів 9482 місяці тому
Max 457(b) Contributions and Catch Up(s) [Deferred Comp]
Funding Multiple Retirement Plans? When double-dipping is allowed!
Переглядів 2952 місяці тому
Funding Multiple Retirement Plans? When double-dipping is allowed!
Investing and Time Horizon aka "The Buckets" Concept
Переглядів 2282 місяці тому
Investing and Time Horizon aka "The Buckets" Concept
Successor Beneficiary Inherited IRA Rules - Inheriting an Inherited IRA
Переглядів 6993 місяці тому
Successor Beneficiary Inherited IRA Rules - Inheriting an Inherited IRA
How does an Irrevocable Life Insurance Trust (ILIT) work?
Переглядів 1763 місяці тому
How does an Irrevocable Life Insurance Trust (ILIT) work?
How to Avoid 401(k) Overcontributions
Переглядів 1,3 тис.3 місяці тому
How to Avoid 401(k) Overcontributions
Home Sale Capital Gains (Section 121 Exclusion)
Переглядів 1,3 тис.4 місяці тому
Home Sale Capital Gains (Section 121 Exclusion)
Expeditors ESPP Explained - EXPD Stock
Переглядів 1704 місяці тому
Expeditors ESPP Explained - EXPD Stock
UTMA/UGMA to 529 Plan Transfer/Rollover
Переглядів 3444 місяці тому
UTMA/UGMA to 529 Plan Transfer/Rollover
Tracking down Old Retirement Accounts (401k, 403b, etc.)
Переглядів 5724 місяці тому
Tracking down Old Retirement Accounts (401k, 403b, etc.)
Direct vs Indirect Rollovers and the Once Per Year Rule
Переглядів 6655 місяців тому
Direct vs Indirect Rollovers and the Once Per Year Rule
Back Door Roth IRA w/ an Existing IRA (Aggregation Rules)
Переглядів 3495 місяців тому
Back Door Roth IRA w/ an Existing IRA (Aggregation Rules)
How to Roll an IRA into a 401(k) (or another Employer Plan)
Переглядів 6055 місяців тому
How to Roll an IRA into a 401(k) (or another Employer Plan)
2024 RMD Waiver for Non-Eligible Designated Beneficiaries (NEDBs)
Переглядів 4495 місяців тому
2024 RMD Waiver for Non-Eligible Designated Beneficiaries (NEDBs)
What to do if you Overcontributed to an IRA?
Переглядів 2586 місяців тому
What to do if you Overcontributed to an IRA?
Account Aggregation for Roth IRA 5-Year Seasoning Rule
Переглядів 3866 місяців тому
Account Aggregation for Roth IRA 5-Year Seasoning Rule
Pooling Accounts when Calculating RMDs
Переглядів 2316 місяців тому
Pooling Accounts when Calculating RMDs
Examples of the Roth IRA 5-Year Seasoning Rule(s)
Переглядів 1306 місяців тому
Examples of the Roth IRA 5-Year Seasoning Rule(s)
Avoid Roth IRA Taxes via the 5-Year Seasoning Rule(s)
Переглядів 1347 місяців тому
Avoid Roth IRA Taxes via the 5-Year Seasoning Rule(s)