Cashing Out Retirement Before 59 1/2
When life throws unexpected challenges your way, it can feel natural to turn to your retirement accounts for quick cash. But before you withdraw funds, it’s important to understand the tax consequences of cashing out retirement before 59 ½. At Gundersons CFO & Bookkeeping, we’ve seen how this decision can create painful surprises. Recently, two […]
Annuities 101: How They Work & If They’re Right for You!
When people hear the word annuity, it often triggers a strong reaction—and not always a positive one. But like many financial tools, annuities have evolved. And if you’ve been hearing mixed messages about whether annuities are a smart move for your retirement, you’re not alone. I recently sat down with financial strategist Pete Catalano to […]