Donald Dirren

Financial Advisor

About Me

As a licensed financial advisor and the owner and operator of two independent brokerage firms, Donald Dirren provides clients with the timely information they need to manage their personal and business finances. With over 37 years in the industry, Dirren holds particular expertise in retirement planning and seeks to help clients grow and preserve wealth while passing on a legacy to loved ones.

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Recent News

Donald Dirren
March 20, 2023

Roth IRA Withdrawal Rules

A Roth IRA is an excellent way to save for retirement. It offers several advantages, including the ability to withdraw your earnings tax-free and penalty-free. However, you must be careful about how and when to withdraw your money from a Roth IRA. There are some rules that you must follow to avoid penalties and taxes. […]

Don Dirren Discusses How to Develop a Retirement Income Plan
February 9, 2023

Advantages of a Buy-and-Hold Strategy

Buy and hold is an investment strategy that allows investors to hold stocks long-term. It is a passive approach to investing and has several advantages over active trading strategies. One of the most significant advantages of a buy-and-hold strategy is that it avoids market timing. This is because it does not require you to buy […]

January 9, 2023

Retirement Tax Planning Near Me Advisor

When it comes to retirement tax planning, you have a wide range of options. To have a clearer understanding of how much you can save, how much you will have to pay in taxes, and what you should do going forward to maximize your savings, you could, for example, speak with a financial planner or […]

Social Security Benefits
December 19, 2022

How to Calculate Social Security Benefits

A person unable to work due to a disability may be eligible for Social Security benefits. The SSA has several means-tested programs to help disabled individuals receive cash payments. These programs include Supplemental Security Income, which pays disabled adults, children, and elderly individuals. Maximum benefit amount Social Security benefits are calculated based on earnings over […]

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