Levy, Daniel & McGee Wealth Management Group

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Corey Daniel
Phone: 209.954.7422
Toll-Free: 888.824.1089
Fax: 209.957.7955
corey.daniel@wellsfargoadvisors.com or LinkedIn icon

Ken Levy
Phone: 209.954.7413
Toll-Free: 888.824.6122
Fax: 209.957.7955
kenneth.levy@wellsfargoadvisors.com or LinkedIn icon

Dudley McGee
Phone: 209.954.7414
Toll-Free: 800.824.8448
Fax: 209.957.7955
dudley.mcgee@wellsfargoadvisors.com or LinkedIn icon

Contact Information

Retirement in 10 minutes or less

RETIREMENT IN 10 MINUTES OR LESS

Will I have enough money to retire? That is the top question for most people nearing retirement. Learn how to answer that all-important question as it pertains to your future.

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ESTATE CONSERVATION IN 10 MINUTES OR LESS

ESTATE CONSERVATION IN 10 MINUTES OR LESS

Without careful planning, more than 50% of your money could go to federal and state government after you die. Learn critical strategies for passing on your estate to loved ones and charities.

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TAX STRATEGIES IN 10 MINUTES OR LESS

TAX STRATEGIES IN 10 MINUTES OR LESS

If you lose 30% of your potential investment due to income taxes, it takes a 42% return to get you back to where you started. Learn four key tax-reduction strategies.

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LONG TERM HEALTH CARE IN 10 MINUTES OR LESS

LONG TERM HEALTH CARE IN 10 MINUTES OR LESS

Debunk the three common misconceptions about long-term care, and learn the many benefits of long-term care insurance and how to determine if a policy is right for you.

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FINANCIAL MANAGEMENT IN 10 MINUTES OR LESS

FINANCIAL MANAGEMENT IN 10 MINUTES OR LESS

Identify the critical areas of financial management that should take top priority as you manage your money. Learn the four obstacles that stand in the way of pursuing your financial goals, and how to overcome them.

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FAMILY LIMITED PARTNERSHIPS

FAMILY LIMITED PARTNERSHIPS

What is a family partnership? What are the benefits? How can this arrangement be achieved? Learn answers to these questions and more.

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TAX-FREE INVESTING

TAX-FREE INVESTING

Is there such a thing as a tax-free investment? Learn how you might be able to earn returns from investments that are free from federal and state income taxes.

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THE HISTORY OF THE FEDERAL ESTATE TAX

THE HISTORY OF THE FEDERAL ESTATE TAX

The Stamp Act of 1797 was the first federal estate tax in the United States. Today, the federal estate is far different from what was originally established.

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MEDICARE COVERAGE

MEDICARE COVERAGE

What is Medicare? What are parts A, B and D? What about Medigap and Long-Term Care? Learn the answers to these questions and more.

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TAX-FREE INVESTING

TAX-FREE INVESTING

Is there such a thing as a tax-free investment? Learn how you might be able to earn returns from investments that are free from federal and state income taxes.

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THE FUTURE OF SOCIAL SECURITY

THE FUTURE OF SOCIAL SECURITY

What is the future of Social Security? When is the best time to starting collecting it? Can you count on Social Security for retirement income? Learn the answers to these questions and more.

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COLLEGE INVESTMENT OPTIONS

COLLEGE INVESTMENT OPTIONS

What are the most effective strategies covering the cost of college education? Should investments be held in the name of a parent, a child or a plan like a 529 plan? Learn the answers to these questions and more.

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SELF-EMPLOYED RETIREMENT PLANS

SELF-EMPLOYED RETIREMENT PLANS

What are the best retirement plans to reduce income taxes for a business owner? What are the best retirement plans to incent employees? Is there a sound strategy to save for retirement outside of a traditional retirement plan? Learn the answers to these questions and more.

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529 PLANS

529 PLANS

What is a 529 Plan? How can 529 Plans reduce taxes? What happens if money in a 529 is not used for college education? Learn the answers to these questions and more.

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ESTATE PLANNING

ESTATE PLANNING

If your estate gets divided among numerous beneficiaries, would Uncle Sam be the largest recipient? What can you do to make certain you have an effective estate plan? Learn the answers to these questions and more.

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CHARITABLE REMAINDER TRUSTS

CHARITABLE REMAINDER TRUSTS

How can your charity and you both benefit from your gift? What are some effective gifting strategies? Learn the answers to these questions and more.

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ASSET ALLOCATION

ASSET ALLOCATION

What is asset allocation? What are the factors to consider when strategizing about an asset allocation? Is there an asset allocation that is right for you? Learn the answers to these questions and more.

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ASSET CLASSES

ASSET CLASSES

What are the five broad asset classes that are used to build investment portfolios? How much of an investment portfolio's return is influenced by asset class selection? Learn the answers to these questions and more.

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TAX STRATEGIES FOR RETIREMENT

TAX STRATEGIES FOR RETIREMENT

What are effective strategies for taking a distribution from a retirement plan? What about an IRA Rollover? Learn the answers to these questions and more.

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BUSINESS OWNER POLICIES

BUSINESS OWNER POLICIES

How can business owners protect their business from unforeseen circumstances? What are effective solutions for managing the most common risks associated with running a business? Learn the answers to these questions and more.

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LIVING TRUSTS

LIVING TRUSTS

How can a living trust help you manage your estate? Do you lose any control when titling assets in the name of a trust? What are A-B trusts? Learn the answers to these questions and more.

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TAX-ADVANTAGED ALTERNATIVES

TAX-ADVANTAGED ALTERNATIVES

What tax advantaged alternatives do you have? Are there any tax-deferred or tax-free investments available to you? Learn the answers to these questions and more.

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CONTROLLING THE DISTRIBUTION

CONTROLLING THE DISTRIBUTION

How can you control the distribution of your estate? What happens if you die without a will? What about living trusts? Learn the answers to these questions and more.

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