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Brent Leavitt, CFP®

Comprehensive Financial Planning to fit your life.

Interactive Financial Advisors

Pahrump

NV

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Other Insurance

Qualifications

Experience

No timeline events available.
Employer Years Dates
Interactive Financial Advisors 3 years, 1 month Jul 2015 - Present
Crown Capital Securities, L.P. 3 years, 3 months May 2015 - Present
Nevada Benefits 6 years, 7 months Jan 2012 - Present
Mass Mutual 1 year, 2 months Oct 2010 - Dec 2011
Rc Wiley 3 years, 10 months Mar 2006 - Jan 2010

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Brent Leavitt

Did you think to remodel your home?
Published 2017-06-08 13:52:03
STEM careers and finances
Published 2017-04-21 11:28:46
Financial Planning for engineers
Published 2017-04-03 11:53:42
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How to borrow money from your 401k?
    Typically all you have to do is log into your 401k plan's website and access your account. The website should have a section where they give you the forms to fill out and/or the request form should be available. You might also need to contact your HR department for the proper forms and/or contact in...  (more)
    Answered Mar 2017
    Where should I consider investing retirement savings after maxing out 401k?
    You can still contribute to an IRA. If you make too much to deduct your IRA contributions, you can make a non-deductible contribution then turn around and convert all of your IRAs into a Roth using a Roth conversion. If you have some other tax-deducted IRAs it might cause a big tax to you, so make s...  (more)
    Answered Apr 2017
    Can a construction company exclude field employees as a class in a 401(k) plan?
    It gets extremely difficult to discriminate in 401k plans, because the purpose of them is to make sure everyone gets an equal share of retirement. from the IRS "Contributions or benefits must not discriminate.Under the plan, contributions or benefits must not discriminate in favor of highly compe...  (more)
    Answered Mar 2017
    HOW DOES MY 401K PLAN , COMPARE TO OTHER SIMULAR PLANS. ARE MY PLAN FEES TO HIGH.
    In order to really compare your plan, it is good to first find out how many people are in your plan and how much money is saved in the plan. If your company just recently established the plan and hardly anyone is contributing any money, you will probably find the fees are quite high relative to the ...  (more)
    Answered Apr 2017
    Mom passed before she could get a divorce husband was using hard drugs. Can I get her 401 even though she was married?
    Without a beneficiary you will have to battle out who gets the asset in court through a process called Probate. The court will then give paperwork to the awarded party of her assets that you will then be able to present to the financial institution. Find a good estate planning attorney and start the...  (more)
    Answered Feb 2017
    My name is derek limron. I want to talk to u about 401k withdrawal. Plz get back with me in a timely matter?
    Here it is a month later and I am now looking at this question for the first time. I am assuming it is directed at a specific company or plan sponsor you were using? You might have to jump through a few hoops depending on how the plan was set up through the employer. I have seen some plans where the...  (more)
    Answered Mar 2017
    Does any participation in an employer sponsored plan make one ineligible to participate in a self-directed IRA?
    You can still contribute to an IRA even though you are able to contribute to a 401k, assuming you do not exceed the annual income limits. here is the link to the IRS website regarding this https://www.irs.gov/retirement-plans/2017-ira-deduction-limits-effect-of-modified-agi-on-deduction-if-you-are-c...  (more)
    Answered Mar 2017
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Feb 7, 2017
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Interactive Financial Advisors

      Last updated on May 9, 2017
        • $210.9M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 3K
          Accounts
        • $66.2K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees