Why you should review your Investment Statements Chris Dime, CFP® - Dime & Associates

65 views - 2 days ago

Visualizing Permanent Life Insurance - Understand the Mechanics! Chris Dime, CFP® - Dime & Associates

445 views - 2 years ago

Generation Skipping Transfer Tax - Watch before giving to the grandkids! Chris Dime, CFP® - Dime & Associates

4.3K views - 2 years ago

How does a Solo 401(k) work? How much can I take in tax deductions? Chris Dime, CFP® - Dime & Associates

214 views - 3 years ago

How does an Irrevocable Life Insurance Trust (ILIT) work? Chris Dime, CFP® - Dime & Associates

965 views - 1 year ago

Avoid Roth IRA Taxes via the 5-Year Seasoning Rule(s) Chris Dime, CFP® - Dime & Associates

443 views - 1 year ago

Inherited Annuity Options (and Tax Consequences) Chris Dime, CFP® - Dime & Associates

435 views - 3 months ago

2025 Tax Updates that Affect You! Chris Dime, CFP® - Dime & Associates

415 views - 1 year ago

What to do if you Overcontributed to an IRA? Chris Dime, CFP® - Dime & Associates

2.4K views - 1 year ago

401(k) Rollover Pros and Cons Chris Dime, CFP® - Dime & Associates

1.5K views - 1 year ago

Withdrawing the Basis Tax-Free from Roth IRA and Roth 401(k) Chris Dime, CFP® - Dime & Associates

3.1K views - 1 year ago

ESPP Qualifying vs Disqualifying Disposition & no lookback provision? Chris Dime, CFP® - Dime & Associates

4.4K views - 3 years ago

Are you Overdiversified or Underdiversified? Chris Dime, CFP® - Dime & Associates

209 views - 1 year ago

Securities Based Line of Credit (SBLOC) - Borrow from your Investment Account! Chris Dime, CFP® - Dime & Associates

26.7K views - 2 years ago

Cash Balance Plans - Save and Deduct above and beyond the 401(k)! Chris Dime, CFP® - Dime & Associates

3.6K views - 2 years ago

SEP vs SIMPLE IRA - Which plan is right for me? Chris Dime, CFP® - Dime & Associates

862 views - 2 years ago

What are my options for Permanent Life Insurance? What should I look for in a policy? Chris Dime, CFP® - Dime & Associates

82 views - 3 years ago

Ordinary Income and Capital Gains Taxes Chris Dime, CFP® - Dime & Associates

5.6K views - 1 year ago

How does Net Unrealized Appreciation (NUA) work? Am I eligible to use it? Chris Dime, CFP® - Dime & Associates

2.6K views - 3 years ago

Trust vs Personal Tax Rates - Who pays the Tax? Chris Dime, CFP® - Dime & Associates

1.7K views - 1 year ago