Nelson Pension Services

Nelson Pension Services At Nelson Pension Services, our first priority is your overall financial success. We want to learn m Jason Batt: CA, MO, HI, ND, AZ, TX, and NY.

Securities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. The representatives associated with this site may only discuss/transact business in the following states: Richard Nelson: CA, IA, MO, OR, WI. Nelson Pension Services and Centaurus Financial, Inc. are not affiliated companies. CA Insurance Licenses: Richard Nelson: 0493906 Jason Batt: 0G25076

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
06/17/2024

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Ever wonder about those free credit scores you get once a year?
06/14/2024

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Some simple, inexpensive energy-saving tips that may help you save money.
06/12/2024

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

Currency has been around for a long time. Here's a quick lesson.
06/10/2024

Currency has been around for a long time. Here's a quick lesson.

Currency has been around for a long time. Here's a quick history lesson.

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot,...
06/07/2024

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job market...
06/05/2024

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
06/03/2024

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

The sooner you begin investing, the longer your money can work for you.
05/31/2024

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
05/29/2024

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
05/27/2024

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
05/24/2024

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
05/22/2024

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

Address

3465 Camino Del Rio South, Suite 250
San Diego, CA
92108

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16192809414

Website

Alerts

Be the first to know and let us send you an email when Nelson Pension Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category