In Kind or Cash Transfer: Just Follow the Process
Changing brokerage accounts doesn't need to be a hassle if you understand how In-Kind and Cash Transfers work.
Continue Reading
In Kind or Cash Transfer: Just Follow the Process
The Roth IRA Conversion: Is It the Right Move for You?
Roth IRA conversions seems to be appropriate for many investors right now. Make sure you understand the ramifications before going ahead.
Continue Reading
The Roth IRA Conversion: Is It the Right Move for You?
Briefing of president of US United States in White House. Podium speaker tribune with USA flags and sign of White Houise. Politics concept. 3d illustration
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.
Continue Reading
How The 2020 Elections Could Impact You
Avoid Panic When It Comes to Your 401(k)
Stock market uncertainty can lead to emotional investing. Financial professional Jennifer Farrington, Ph.D., shared her thoughts with U.S. News & World Report @USNews about avoiding panic when it comes to…
Continue Reading
Avoid Panic When It Comes to Your 401(k)
Adversity and Opportunity
Well, another milestone for Cutter Financial this week. Maeve, our oldest daughter, who was officially our “Chief” landscaper since she was 13 has now been promoted to “Summer” intern while on…
Continue Reading
Adversity and Opportunity
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…
Continue Reading
Retirement Plans and Tax Law Changes
Federal Employees and Thrift Savings Plans . . . You Have Options
You know, it seems in a span of a few years Jill and I will have gone from a house of energetic adolescents to being empty-nesters. I am not going…
Continue Reading
Federal Employees and Thrift Savings Plans . . . You Have Options
What to Do if Your Employer Freezes Your Pension
In the Cutter house, Christmas is a big deal. Even as teenagers, the girls get so excited to decorate the house with Christmas knick-knacks, and put up the tree. And,…
Continue Reading
What to Do if Your Employer Freezes Your Pension
Inherited IRAs . . . What You Need to Know
An inheritance can be a wonderful thing. An unexpected blessing that can be a sizeable addition to your bank account. Unfortunately, an inheritance almost always comes with the loss of…
Continue Reading
Inherited IRAs . . . What You Need to Know
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,…
Continue Reading
Understanding IRA Withdrawal Rules