Navigating the Inherited IRA
Inheriting an IRA from a spouse or other family member can present tax challenges.
The CARES Act and Expiring Changes For 2020
Provisions to take up to $100,000 penalty-free from your retirement plans expire on December 31st
How The 2020 Elections Could Impact You
With a 2025 deadline and shifting political landscape, it may be appropriate for some investors to convert traditional IRAs to Roth IRAs.
Retirement Plans and Tax Law Changes
Have you ever had the experience of opening up one of your kids’ report cards to see their grade drop in a subject they previously excelled at? In earlier years they had been coming home telling you how much they loved history or science, only to now become disenchanted. Perhaps when you ask them what […]
Ringing in the New Year with a Gift from Congress – The SECURE Act
I have tried over the years to teach my kids simple life lessons. Lessons such as, “Kids, there are no short cuts in life.” Or, “The road to success only comes through the desire to be successful, the determination to find a way to achieve success, and the dedication to see it through.” Or how […]
Understanding IRA Withdrawal Rules
Sitting in the stands at Phoebe’s softball last weekend, I got to speak to the parents of one of her teammates- let’s call them June and David. June and David, Cutter Family Finance “faithfuls”, had a few questions about finance. Hmmm . . . right up my alley. Even Phoebe’s pitching takes a back seat […]
