Ryan Pinkerton-Financial Planner

Ryan Pinkerton-Financial Planner I help busy professionals, military, and small businesses pursue financial independence and build wealth Member FINRA/SIPC. FINRA.org and SIPC.ORG.

CA License #4068527

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. 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. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the st

ates in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/03/2026

Naming a beneficiary for your traditional IRA or employer-sponsored retirement plan may be one of the most important financial decisions you ever make. The beneficiary (or beneficiaries) you name will receive the funds remaining in your IRA or plan after you die, so you should certainly consider you...

06/01/2026

One basic method to maximize the exclusion for both spouses has been an A-B trusts arrangement.

05/31/2026

Capital gains tax is imposed on gains realized from the sale of capital assets such as a home, an investment, or a business interest. Special maximum tax rates generally apply to long-term capital gains; these rates are typically lower than the rates that apply to ordinary income. These special maxi...

05/30/2026

Here's a brief introduction to what Bitcoin is, how it works, and some of the potential pitfalls it presents.

05/29/2026

Learn how you can help improve your financial management skills.

05/28/2026

If you have worked outside of the United States, you may be able to take a credit on your U.S. federal income tax return for income tax you paid to a foreign country. You can claim the foreign tax credit when you've paid (or accrued, if you're using that method of accounting) taxes to a foreign coun...

05/27/2026

When selling your business — regardless of whether the buyer is a family member, a key employee, or a third party — if the sale involves payments spread over time and funded from future business earnings, you need to ensure that you will collect on this income. When your long-term interests depe...

05/25/2026

A bill currently in Congress would allow rollovers from Roth IRA to workplace Roth plans for low-balance accounts.

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1081 Camino Del Rio S
San Diego, CA
92108

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Thursday 8am - 5pm
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