Ryan Pinkerton, CFP

Ryan Pinkerton, CFP I help busy professionals, military, and small businesses pursue financial independence and build wealth Member FINRA/SIPC. FINRA.org and SIPC.ORG.

CA License #4068527

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the st

ates in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/09/2026

A new comparability plan is a qualified profit-sharingplan that can have more substantial contributions for favored employees(usually higher-paid workers and key employees). With this type of plan,contributions are not allocated strictly as a percentage of compensation.Instead, by dividing up plan p...

09/08/2026

Lenders will sometimes impose a penalty for early payoff or prepayment of a mortgage loan.

09/07/2026

How did consumers respond when asked why they owned life insurance?

09/05/2026

The child tax credit is a per-child tax credit against your personal income tax liability.

09/04/2026

Lifetime gifting of your stock or other business interest (such as a partnership interest, if your business is not incorporated) refers to a formal or an informal plan of giving your interest in a business directly to other individuals, probably your children or grandchildren. As opposed to selling....

09/02/2026

A number of special tax benefits are available for investing capital gains in a qualified opportunity fund.

09/01/2026

A pooled income fund is a trust with both charitable and noncharitable beneficiaries. It is established and run by the charity, not by you. The pooled income fund operates much like a mutual fund. The charity "pools" the contributions of many people, invests the money, and then distributes to you (o...

08/31/2026

Debt consolidation can lead to an improvement in your credit rating by making your debt easier to manage.

08/30/2026

If you withdraw cash or other assets from an employer-sponsored retirement plan ("employer plan") in an "eligible rollover distribution," (defined below) you can defer paying tax on the distribution by rolling all or part of it over to another employer plan or to a traditional IRA. You don't include...

08/29/2026

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San Diego, CA
92108

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