Sautter Financial

Aimed at Growing, Protecting, and Transferring Your Lifestyle and Legacy

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Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Protection to Help Your Family

Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.

Five Red Flags That Raise the Odds of an Audit

Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.

HOT TOPIC: The Coronavirus and the Global Economy

An examination of how China’s coronavirus-driven slowdown has affected global business activity and a look at its potential economic impact.

Four Questions on the Roth Five-Year Rule

This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.

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Check the background of this financial professional on FINRA's BrokerCheck