Clay Reynolds
How to manage an Inherited IRA
I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...
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Clay Reynolds
Sep 92 min read
Section 121 Exclusion
Home appreciation has many sellers worried about the tax consequences that may come with selling their house. A frequently asked question...
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Clay Reynolds
Jun 242 min read
A Breakdown of SIMPLE IRAs
SIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...
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Clay Reynolds
Apr 153 min read
Reasons to Schedule a Meeting with Your Financial Advisor
A common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...
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Clay Reynolds
Feb 13 min read
Rule 72(t): Withdraw early from your retirement account without a penalty
What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...
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Clay Reynolds
Jan 113 min read
Investing: Simple Not Easy
Warren Buffet, chairman and CEO of Berkshire Hathaway, has referred to investing as “simple but not easy.” What makes it so simple is...
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Clay Reynolds
Nov 16, 20233 min read
What is Gift Split, should I Gift Split, and when should I Gift Split?
What is considered a gift? Before deciding to gift split, understanding what qualifies as a gift is essential. Gifts can include money,...
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