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Dennis Dachtler, Sacramento Wealth Management Professional, Explains eMoney

January 7, 2013 By Leave a Comment
Dennis Dachtler Sacramento

Dennis Dachtler Sacramento

According to Dennis Dachtler, Sacramento area residents need round-the-clock access to real-time financial information. With eMoney, Dachtler Wealth Management provides this, as well as secure document storage as a value added service to clients.

Q. What is eMoney?

Dennis Dachtler, Sacramento County, CA Lic # 0658362: eMoney is a Personal Wealth Homepage/Management system that Dachtler Wealth Management incorporates as a value added service to clients. Through this software, clients may keep track of their financial state by viewing an overall picture.

Q. What information is available through this software?

Dennis Dachtler, Sacramento County, CA Lic # 0658362: The client’s investments as well as their goals and other personal information are available in a snapshot view.

Q. How do I know if my personal information is secure?

Dennis Dachtler, Sacramento County, CA Lic # 0658362: The information is kept on an encrypted server and is monitored by the latest technology available in the industry. Information can be accessed securely from anywhere.

Q. How often does the system update?

Dennis Dachtler, Sacramento County, CA Lic # 0658362: Every day, once a day, the system is updated with the most current information. The software also flags for any potential signs of trouble or conflict.

Q. Why use eMoney versus traditional wealth tracking methods like bank and investment websites?

Dennis Dachtler, Sacramento County, CA Lic # 0658362: While banking institutions have reliable and secure information, eMoney goes beyond just data and offers a real money management solution, linked to every available account.

Q. I need help setting goals. Is eMoney right for me?

Dennis Dachtler, Sacramento County, CA Lic # 0658362: We believe that the software is an excellent avenue to helping each client plan for future expenses.

Q. I don’t have time to sit at my computer and log hours tracking my finances. What does eMoney offer someone with my busy lifestyle?

Dennis Dachtler, Sacramento County, CA Lic # 0658362: eMoney is available for smart phone users in a user friendly mobile platform.

Q. I’m a physician and I need a financial advisor that understands my specific needs. Is Dachtler Wealth Management right for me?

Dennis Dachtler, Sacramento County, CA Lic # 0658362: Dachtler Wealth Management has extensive experience helping medical professionals keep track of and manage their growing retirement and investment funds.

Q. Now that I know more about eMoney, how can I get started with Dachtler Wealth Management?

Dennis Dachtler, Sacramento County, CA Lic # 0658362: Getting started is easy. Call our office at 800.333.1822 or visit us on the web at www.dachtlerwealth.com

Dennis Dachtler’s Sacramento County office may be contacted at 800.333.1855 or on the web at www.dachtlerwealth.com

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Dachtler Wealth Management are not affiliated. Additional products and services may be offered through Dennis Dachtler or Dachtler Wealth Management that are not offered through AIC.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Dachtler Wealth Management will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Securities products are currently limited to residents of AL, AR, AZ, CA, CO, FL, GA, IN, KS, LA, MN, MO, NC, NE, NM, NV, OR, PA, TN, TX, UT & WA.

 

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Dennis Dachtler: 2013 Tax Change FAQs

November 19, 2012 By Leave a Comment

 

Dennis Dachtler

Dennis Dachtler

Dennis Dachtler has been the President of Dachtler Wealth Management for 23 years. Through Dachtler Wealth Management, Dennis Dachtler assists clients with family wealth and retirement planning, investment advice and monitoring, and more. With many clients wondering about the tax changes proposed for 2013, Dennis Dachtler recently took some time to answer several issues about which Dachtler Wealth clients are concerned. Below, Dennis Dachtler addresses these questions about the changes to tax laws in 2013.

Q: Are these tax changes confirmed?

Dennis Dachtler: These are only proposed tax changes at this point and have not yet been passed into law.

Q: Why are there such big changes this year?

Dennis Dachtler: The Bush tax cuts are set to expire this year. Unless these cuts are extended, there will be some sweeping changes.

Q: What changes will there be in capital gains taxes?

Dennis Dachtler: The Bush tax cuts brought capital gains taxes down to their current rate of 15%. Once these tax cuts expire, taxes will return to pre-2001 rates of nearly 24%.

Q: What does this mean for the average taxpayer?

Dennis Dachtler: Well, the proposed legislation primarily impacts those who buy and sell real estate for profit. If someone buys a home for $100,000 and sells it for $150,000, the $50,000 earned from that sale would be taxed at 15%, at current rates.

Q: I hear the “top dividend tax rate” is increasing substantially. Who will this affect?

Dennis Dachtler: The top dividend tax, which is proposed to increase from 15% to 44%, targets income earned from certain investments. Currently this income is taxed under long-term capital gain rates but the proposal has that income being taxed as regular income.

Q: Tax brackets will increase on investment income as well. Please explain what this impacts.

Dennis Dachtler: This increase from 35% to 44% will affect short-term capital gains, interest, rental income, royalties, and annuities. Under the proposed tax increases, the cap on estate tax will go from five million dollars to one million dollars.

Q: What is this Medicare tax I keep hearing about?

Dennis Dachtler: This 3.8% Medicare tax will be levied on investment income, if passed. This tax will largely affect wealthier households.

Dennis Dachtler obtained a B.S. in marketing and communications before opening Dachtler Wealth Management. He currently lives in California with his wife and family.

 

 

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC.  AIC and Dachtler Wealth Management are not affiliated.  Additional products and services may be offered through Dennis Dachtler or Dachtler Wealth Management that are not offered through AIC. The opinions and views stated in this publication are solely those of Dennis Dachtler and should not in any way be considered to be an endorsement by Ameritas Investment Corp.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money.  A Representative from Dachtler Wealth Management will contact you to provide requested information.  Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Securities products are currently limited to residents of AL, AR, AZ, CA, CO, FL, GA, IN, KS, LA, MN, MO, NC, NE, NM, NV, OR, PA, TN, TX, UT & WA.

 

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