Blakeslee & Blakeslee has provided financial planning and investment services to residents of the Central Coast for several decades. As the oldest locally owned financial planning firm, we’ve worked with clients of all incomes and ages on issues that range from opening one’s first mutual fund account, to helping businesses determine the appropriate retirement plan(s) for their employees.

As a local and independent broker/dealer registered with the Financial Industry Regulatory Authority (FINRA), a Registered Investment Advisor with the State of California, and a member of the Securities Investor Protection Corporation (SIPC), Blakeslee & Blakeslee offers every client independent non-proprietary investment advice, services, and products.

Call one of our Financial Planners today. Offices located throughout the Central Coast.

60 Day Rollover
Distributions from qualified plans generally constitute ordinary income to the recipient when received. When an individual voluntarily affects a rollover of pension monies from one qualified plan account to another he or she is normally aware that the transfer must take place within 60 days of receiving the check. Some companies when an employee is terminated or retires will do a direct transfer for the employee to an IRA account. If the employee’s distribution isn’t handled in one of these two ways, the entire distributed amount will be subject to ordinary income taxes in the year distributed. For some, this...Read More