Gerry Murdock, www.gerrymurdock.com

Gerry Murdock - Ca Insurance Lic. #0494095
3161 Cameron Park Dr.  #214,
Cameron Park, California, 95682

Phone
: 530.677.6211
Fax: 530.677.3231
Email: Gerry.Murdock@securitiesamerica.com

Please visit the links below for more individualized attention

Please click here to  learn more about Gerry Murdock and Commonwealth Financial Services, Inc. and Gerry Murdock's financial planning approach.

 

Gerry Murdock formerly an Investment Advisor Representative of Brecek & Young Advisors, is now a Registered Representative of and offers securities through Securities America, Inc, and offers advisory services through Securities America Advisors, Inc.  Gerry Murdock, Investment Advisor Representative.

 Tax reduction/tax planning and estate planning services are not offered through Securities America and it’s representatives.  These services are offered in conjunction with qualified tax and/or legal professionals.  Securities America is not affiliated, endorsed nor retained by the IAFP or NALU. 

 

Lease Interest

What's the interest rate on the lease you're considering?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Savings Accumulation

Estimate the future value of your current savings.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

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