Sautter Financial

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

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Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Tax-Deferred Savings

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

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Living Benefits Can Help Counter Retirement Risks

Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.

Consider REITs for Income and Diversification

Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.

Retirement Plans for the Self-Employed Dangle Tax Benefits

Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.

Do Target-Date Funds Hit the Bull’s-Eye for You?

More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.

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