Cutter Advisors

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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16 Years

in Business

(618) 997-7735Visit WebsiteMap & Directions517 S Court StMarion, IL 62959 Write a Review

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Payment method: cash, discover, amex, master card, visa
Other Link: http://www.cutteradvisors.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Management, Investment Securities, Retirement Planning Services

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Phone: (618) 997-7735

Address: 517 S Court St, Marion, IL 62959

Website: http://www.cutteradvisors.com

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Cutter Advisors

Taxes

Tax Planning
A multi-generational, family-centric perspective can help with estate and tax planning to protect your family for generations to come...
Estate Taxes
Roth IRA
IRAs are more important than ever in creating a strategic financial plan because that is where Americans save for retirement. After retiring, assets in 401(k) accounts can be managed by you in IRAs. For income tax purposes, they are treated the same as 401(k), 403(b) and other federally-qualified retirement accounts. They grow tax-free only until you withdraw money and withdrawals are taxed at your ordinary income tax rate. However, Roth IRAs are totally tax-free. Even withdrawals are tax-free. Converting a 401(k) to an IRA, converting a traditional IRA to a Roth IRA, and planning how your IRA accounts will be distributed to loved ones or charity upon your demise requires understanding the federal laws on qualified retirement accounts and knowledge of financial economics. The tax advantage of Roth IRAs must be calculated based on your current income, life expectancy, and other factors, and individuals must weight the cost of paying taxes on withdrawal from a traditional IRA or 401(k) to place assets in a Roth IRA and get tax-free income for life as well as estate tax benefits to heirs.
Income Tax
Income tax brackets are also uncertain. Income tax planning includes watching Washington and acting strategically before and after the November 2022 election results are decided. With the long-term federal, as a percentage of gross domestic product, expected to soar in the next decade, pressure is building for a tax-rate increase.

Investment

Investment Management
Wealth Management
Slick TV ads often make financial planning and wealth management sound simple, but itâ€™s usually not. Managing wealth requires knowing a lot about highly technical topics, like taxes, government

Accounting

Accounting Services

Planning

Financial Planning
Cutter Advisors provides sophisticated financial planning and customized portfolio design to help you achieve your financial goals. Our technique is rooted in client education alongside a strategic, customized planning approach so you can feel confident and supported in every season of your financial journey.

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