Uniquely Combining Legal and Financial Advice.

SS+D Financial is an ancillary business of one of Dayton's most respected law firms, Sebaly, Shillito + Dyer. Together we offer our clients a special approach to financial planning.

 

ROTH IRA CONVERSIONS

In 2010, the $100,000 modified adjusted gross income limit for Roth IRA conversions has been eliminated.  If converted in 2010, any income reported as a result of the conversion can be spread over 2011 and 2012.  This may prevent a tax...

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THE OVERLOOKED RISK OF BONDS

A recent article in Barron’s points out that investing in bond funds presents a unique risk.  Bond...

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SOCIAL SECURITY BENEFITS - WHEN TO START

You can start taking social security benefits at age 62, or you can wait until your full retirement age.  The best time to begin claiming benefits depends on: (a) whether you are still working; (b) your life expectancy; and, (c) your marital status.

 

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Contact Information

SS+D Financial, LLC

1900 Kettering Tower
40 N. Main Street
Dayton, OH 45423-1013
(937) 220-4915
jrickey@ssdlaw.com

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