Roth IRA

Roth IRA Distributions: Be Sure to Read the Fine Print

Friday, January 24 2020

With Christmas in the rearview window, the Cutter family leapt...


What to Do if Your Employer Freezes Your Pension

Friday, December 6 2019

In the Cutter house, Christmas is a big deal. Even...


A Roth IRA for Kids . . . You Bet!

Friday, November 8 2019

Last weekend, we had family movie night at the Cutter...


Inherited IRAs . . . What You Need to Know

Friday, September 27 2019

An inheritance can be a wonderful thing. An unexpected blessing...


Understanding IRA Withdrawal Rules

Friday, July 12 2019

Sitting in the stands at Phoebe’s softball last weekend, I...


Financial Factors to Guide Your Retirement Plans

Friday, June 7 2019

It’s been a rainy spring this year, but we’ve still...


A Look Under the Hood of a Roth IRA

Friday, May 31 2019

These days, I find there’s no shortage of opinions and...


Pay Down Debt, Save, or Invest?

Friday, May 24 2019

As a father of 3 beautiful girls, Maeve, Phoebe, and...


New Year, New Tax Rules: Maximize Your Next Tax Return

Friday, January 11 2019

The new year brings changes to personal income tax law. Find out how to take the best advantage of the changes going forward.


Teaching Your Kids About Financial Literacy

Friday, January 4 2019

It's never too early to teach your kids how to manage money and finances. Reinforce skills that will help them succeed throughout their lives.