Parrish & Co

Financial Planning Consultants, Accounting Services, Financial Planners

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Map & DirectionsDirections5425 Wisconsin Ave Ste 201Chevy Chase, MD 20815 Write a ReviewWrite Review

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Extra Phones: Phone: (301) 656-8326
Categories: Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (301) 656-8324

Address: 5425 Wisconsin Ave Ste 201, Chevy Chase, MD 20815

Parrish & Co

Taxes

Tax Planning
Estate Taxes
Tax Services
Roth IRA
Roth IRA vs. Traditional IRA An IRA can be an effective retirement tool. There are two basic types of Individual Retirement Accounts (IRA): the Roth IRA and the Traditional IRA. Use this tool to determine which IRA may be right for you. Please note that this calculator should not be used for Roth 401(k) comparisons.
Income Tax
Marginal Tax Rate Calculator Knowing your income tax rate can help you calculate your tax liability for unexpected income, retirement planning or investment income. This calculator helps you estimate your average tax rate for 2013, your 2013 tax bracket, and your marginal tax rate for the 2013 tax year.

Investment

Investment Management
No. Precipio receives no compensation other than advisory fee income. We do not accept things of value from any investment management providers and do not have soft-dollar arrangements.
Mutual Funds
We do not disclose Information obtained in the course of our practice except as required or permitted under law. Permitted disclosures include, for instance, providing information to unrelated third parties who need to know such Information in order to assist us with providing services to you. Unrelated third parties may include mutual fund companies, insurance companies, and the custodian with which your assets are held. In such situations, we stress the confidential nature of information being shared.
Bonds
Wealth Management
You are now leaving the Precipio Wealth Management Website and will be entering the Charles Schwab & Co., Inc ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Precipio Wealth Management LLC or any advisor(s) whose name(s) appears on this Website. Precipio Wealth Management LLC is independently owned and operated. Schwab neither endorses nor recommends Precipio Wealth Management LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Precipio Wealth Management LLC under which Schwab provides Precipio Wealth Management LLC with services related to your account. Schwab does not review the Precipio Wealth Management Website and makes no representation regarding the content of the Website. The information contained in the Precipio Wealth Management Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Accounting

Accounting Services
Payroll Services

Planning

Financial Planning
We limit the collection and use of Information within our firm to only those individuals associated or employed with us that must have Information to provide financial services to you. Such services include maintaining your accounts, processing transaction requests, providing financial planning, financial consultation, and other services described in our Form ADV.
Retirement Planning
Required Minimum Distribution (RMD) for Current Year The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from some types of retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning. Use this calculator to determine your Required Minimum Distributions.
Asset Management
Asset Allocation Calculator The asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. The calculated asset allocation is a great place to start your analysis in building a balanced portfolio. Click on the 'View Report' button for a detailed look at your results.

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