Today marks the Winter Solstice. Happy Winter!
Pioneer Wealth Management
Financial Services
Rapid City, South Dakota 77 followers
Create and protect wealth for our clients through long-term effective asset management.
About us
Our mission is to create and protect wealth for our clients through long-term effective asset management. We build client relationships based on personalized professional guidance, continual communication and prompt personal service. We assist our clients in setting financial goals and by offering timely ideas based on each client's unique circumstances. As our client's lives change over time, we stay connected and continue to offer appropriate strategies throughout the relationship. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member SIPC - sipc.org). Insurance products are offered through LPL or its licensed affiliates. Pioneer Bank and Trust and Pioneer Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Pioneer Wealth Management, and may also be employees of Pioneer Bank and Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Pioneer Bank and Trust or Pioneer Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency – Not Bank Guaranteed – Not Bank Deposits or Obligations – May Lose Value The financial professionals associated with Pioneer Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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.
- Website
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https://www.pbtwealthmanagement.com/
External link for Pioneer Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Rapid City, South Dakota
- Type
- Privately Held
Locations
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Primary
Get directions
2001 W Omaha St
Rapid City, South Dakota 57702, US
Employees at Pioneer Wealth Management
Updates
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Building on our last edition of #FromtheDeskOf, by taking these two additional steps, you can continue to effectively manage your RMDs and minimize any potential tax implications. Get the facts #FromtheDeskOf Harlan Stephens.
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The Weekly Market Commentary is out! Read it here: https://lnkd.in/gra6SNzJ
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If you itemize deductions on your income tax return, you can deduct gifts made to charities. Here are six year-end giving strategies to spread holiday cheer with the additional gift of potential tax benefits.
Spreading Holiday Cheer with Year-End Giving
taylor-thompson-lpl-com.advisorstream.com
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The Weekly Market Commentary is out! Read it here: https://lnkd.in/gra6SNzJ
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In case you forgot, December 31st is the last day to make contributions to your 401(k) plans. Additionally, IRA Required Minimum Distributions are due on the last day of the year. Have any questions? Reach out to us today: https://lnkd.in/guG2k66Y
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As the year comes to a close, a crucial year-end planning tip regarding Required Minimum Distributions (RMDs) is to ensure you take your RMD by December 31st to avoid hefty penalties. Here are 2 key points to consider #FromtheDeskOf Harlan Stephens.
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According to US New Money, 62% of Americans aren’t even aware that they have to take an RMD, and a fair share of those that do make mistakes they could have avoided. Here are a five common RMD mistakes that could prove costly.
5 Common RMD Mistakes That Could Ruin Your Retirement
taylor-thompson-lpl-com.advisorstream.com