Becki's Blog

Wealth Manager
becki [dot] sutton [at] financialsense [dot] com ()

Becki joined Financial Sense® Advisors, Inc. in 2015. Her education includes an MBA from the University of San Diego and a B.S. in Business Administration Finance from San Diego State University. Becki earned the Chartered Financial Analyst designation in 2000. She has over twenty years of experience in the investment management industry, which includes 15 years as a Portfolio Manager with Brandes Investment Partners, Inc. Becki's role with Financial Sense® Advisors, Inc. is managing portfolios and serving our clients.

An Alternative to Taking Your Required Minimum Distributions

Dec 5 – Do you still need to take your required minimum distributions (RMDs) for this year but don’t need the income? Are you charitably inclined? You can combine the two and reduce your taxable income, all at the same time...