Dillon Financial Services

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Financial Services, Annuities & Retirement Insurance Plans, Health Insurance

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Today: Open 24 Hours

(530) 903-9977Map & Directions2266 Lava Ridge Ct Ste 200Roseville, CA 95661 Write a Review

Hours

Regular Hours

Mon - Sun:	Open 24 Hours

Places Near Roseville with Financial Services

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Fair Oaks (12 miles)
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Penryn (13 miles)

More Info

General Info: Please see our web site and/or call for an appointment.
Email: Email Business
Neighborhood: Lead Hill
Categories: Financial Services, Annuities & Retirement Insurance Plans, Health Insurance, Life Insurance, Long Term Care Insurance

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Details

Phone: (530) 903-9977

Address: 2266 Lava Ridge Ct Ste 200, Roseville, CA 95661

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Dillon Financial Services

Tax Planning
Charitable Giving
Estate Taxes
Roth IRA
A nondeductible IRA that allows tax-free withdrawals when certain conditions are met. Income and contribution limits apply.
Tax Deductions
Tax credits, the most appealing type of tax deductions, are subtracted directly, dollar for dollar, from your income tax bill.
Income Tax
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Tax Deferral
Capital Gains Taxes
A debt security issued by municipalities. The income from municipal bonds is usually exempt from federal income taxes. It may also be exempt from state income taxes in the state in which the municipal bond is issued. Some municipal bond interest could be subject to the federal alternative minimum tax. If you sell a municipal bond at a profit, you could incur capital gains taxes. The principal value of bonds fluctuates with market conditions. Bonds sold prior to maturity may be worth more or less than their original cost.

Mutual Funds
A mutual fund whose primary investment objective is substantial capital gains. The return and principal value of mutual funds fluctuate with changes in market conditions. Shares, when sold, may be worth more or less than their original cost. Investments seeking to achieve higher returns also involve a higher degree of risk. Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
Bonds
Money Market Funds
A mutual fund that specializes in investing in short-term securities and tries to maintain a constant net asset value of $1. Money-market funds are neither insured nor guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any government agency. Although money market funds seek to preserve the value of your investment at $1 per share, it is possible to lose money when investing in a money market fund.

Accounting Services
Cash Flow Analysis
Stay on top of your financial life with RightCapital. Link investment accounts, loans, credit accounts to create up-to-date personal net worth statements & cash flow analysis. Optimize debt pay down, student loan payoff and social security filing strategies. Analyze your investments, retirement plans, insurance coverage, tax and estate plans. Follow the link above and get started today.

Financial Planning
We offer a rich set of financial planning, investment and insurance services. Select the links below for more information.
Retirement Planning
There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.
Annuities
Income from investments, such as CDs, Social Security benefits, pension benefits, some annuities, or most bonds, that is the same every month.
Long Term Care
The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.
Asset Management
The process of repositioning assets in a portfolio to maximize potential return for a particular level of risk. This process is usually done using the historical performance of the asset classes within sophisticated mathematical models. Asset allocation does not guarantee against loss; it is a method used to help manage investment risk.
Living Trusts
A legal entity created by an individual in which one person or institution holds the right to manage property or assets for the benefit of someone else. Types of trusts include: Testamentary Trust – A trust established by a will that takes effect upon death; Living Trust – A trust created by a person during his or her lifetime; Revocable Trust – A trust in which the creator reserves the right to modify or terminate the trust; Irrevocable Trust – A trust that may not be modified or terminated by the trustor after its creation
Charitable Remainder Trusts
A trust established for the benefit of a charitable organization. A grantor who places money, securities, property, and other assets in a charitable remainder trust can designate an income beneficiary, even if it is the grantor herself, to receive payment of a specified amount (at least annually) from the trust. You may also qualify for an income tax deduction on the estimated present value of the remainder interest that will eventually go to charity.
Gifting Strategies
Charitable Lead Trusts
Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.
College Funding

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