The Wall of Ideas

Resources, Tips

and other useful information

Risk Tolerance Questionnaire

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IRS Required Minimum Distribution Worksheet

Use this worksheet to figure this year's required withdrawal for your traditional IRA.

 

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Creekside Capital, Inc. (Creekside) is a Securities and Exchange Commission (SEC) registered investment adviser located in Knoxville, Tennessee.  Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of Creekside by the SEC.  Creekside may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Creekside’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. You should not construe Creekside’s website as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the internet. Any subsequent, direct communication by Creekside with you will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where  you reside.  A copy of Creekside’s current written disclosure statement discussing Creekside’s business operations, services and fees is available from Creekside upon written request or at www.adviserinfo.sec.gov.


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The information provided on Creekside’s website is for informational purposes only and you should determine for yourself whether a particular service or product is suitable for your investment needs.  Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance.  


Nothing provided on Creekside’s website constitutes tax or legal advice.  You should see the advice of your own tax or legal advisor for specific information regarding tax and legal consequents of investments.