Piccolo Investments

940.215.0101

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Services Through Charles Schwab & Co., Inc.

IRA

An Individual Retirement Account providing tax advantages for those saving for retirement.

Roth IRA

A certain type of Individual Retirement Account that grants a tax break upon withdrawing money from a retirement account rather than granting a tax break for funds put into the account.

SEP

A Simplified Employee Pension Individual Retirement Arrangement is used by small business owners and their employees. Administration costs for SEP IRAs is low. Funds placed into these accounts are taxed at ordinary income tax rates when withdrawals are made after age 59½. Contributions to these plans are deductible, lowering a taxpayer’s income tax liability.

After Tax Investments

-Savings
-Trust Accounts

Contact Us Today

940.215.0101 Office
844.283.5773 Toll Free
940.367.4014 Mobile
940.205.4150 Fax
700 Londonderry Ln.
Suite 400
Denton, TX 76205

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About David Piccolo

David Piccolo, managing member of Piccolo Investment Consulting, LLC and an investment advisor … [Read More...]

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Piccolo Investments Consulting, LLC is a registered investment adviser representative in the State of Texas. The adviser representative may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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