Call Us Today At (360) 428-1850
Welcome to The Dey Company, where we have been helping our clients achieve their goals for over 40 years. We pride ourselves on offering superior service for our clients with the time and attention they deserve. Looking beyond the investment to potential tax, estate, and risk implications is what we do best.
This website offers a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand some of the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
This site is here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we don't want you to miss any developments in the area of personal finance.
The Dey Company is Moving!!
We know many of you have been going to the same spot since 1983, but have no worries, the new office is just a four minute drive from our current place!
This larger space will allow us the opportunity to grow our business and keep our high standards of customer care.
Please update our contact information to:
2105-C Continental Place Mount Vernon, WA 98273 Phone: (360) 428-1850 (same as before) Fax: (360) 428-3017 (same as before) Website: www.deycompany.com Email: Jake@deycompany.com
Directions from College Way Exit (227):
-Turn Left on Continental Place (1st Intersection After Train Tracks)
-Drive .3 miles; location will be on the left (between Perry Family Dentistry & Ground Zero Gymnastics)
Newsletters
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.