When it comes to spending down retirement assets, timing is everything. Your strategy will depend on where your assets are located, tax liability, and other considerations.
Roth IRA conversions seems to be appropriate for many investors right now. Make sure you understand the ramifications before going ahead.
Cutter Financial Group, LLC is an SEC-Registered Investment Advisor that specializes in building retirement systems for folks who are in the accumulation, transition, and distribution stages of their financial lifecycle. We help to educate our clients and to provide them with the information and resources they need to take control of their financial future. Control allows our clients to have added confidence in their retirement plan to help provide added peace of mind.
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