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Financial Planning

How do I utilize the 401(k) plan startup tax credit?

The 401(k) Plan Startup Tax Credit is a federal tax credit provided by the U.S. government to incentivize small businesses to establish and maintain 401(k) …

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Financial Planning

Should you hire a financial advisor or do it yourself?

Once you have accumulated a significant amount of capital, or you have a pressing financial question you can’t answer, it’s natural to ask yourself whether …

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Financial Planning

The “Death Tax”

Given the current political environment, there will be a lot of press in the next 2.5 years about the “Death Tax”. These headlines make it seem …

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cherry orchard News

Lessons From the Cherry Orchard…

What motivates Bob Aamodt in his financial advising career wasn’t born in a university classroom or in a fast-paced corporate office. Much of it came …

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Financial Planning

How does IRMAA impact Medicare – what Retirees need to know

Everybody knows “Uncle Sam” and how unforgiving he can be with taxes, but how many people know about “Aunt IRMAA”? In this blog we’ll talk …

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Financial Planning

Five questions your CPA should be asking you

Here are five questions we wish more CPAs would ask their retired clients. Is your CPA asking you these questions? #1 If you were to …

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Financial Planning

Does Utah have a retirement tax?

If you’re one of those inhabiting Utah in your golden years, taxes are probably the last thing on your mind. Here’s what you need to …

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Financial Planning

What you need to know about the Widow’s Cap and Social Security for Widows

It may seem straightforward, but there are many complicated dimensions regarding Social Security for widows. In this blog, we’ll discuss the “Widow’s Gap” and how …

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Financial Planning

Help – my Northrop Grumman company stock has a huge capital gain!

Does this sound like you? You’re a dutiful Northrop Grumman employee who has worked hard and dedicated long hours to the company. You’ve worked for …

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News

Advisor Spotlight: Zach Nelson

In April 2023, we celebrated 25 years since the founding of Rock House Financial.  They were humble beginnings—effectively just Bob and a telephone.  But through …

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Northrop Grumman is an aerospace company. Financial Planning

Must Know: 401(k) Tax Strategy for Northrop Grumman Employees Near Retirement

In this blog we will discuss a tax strategy that employees participating in the Northrop Grumman 401(k) should know about. Northrop Grumman employees who are …

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In this blog we discuss retiring in Utah. Financial Planning

Everything you need to know about retiring in Utah

It’s not the first place that comes to mind, but retiring in Utah has some very distinct advantages. In this article, we’ll discuss the financial …

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