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. 

 
Calculators

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Newsletters

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

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Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

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European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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