Second Homes & Tax Implications
Many people dream of having a place family can gather for vacation or a second home to spend winters once retired. Before making that purchase, there may be tax implications to consider.
How Much Will Retirement Cost You?
One of the biggest questions we hear from clients is, “What kind of retirement lifestyle can I afford?” It’s not easy to forecast living expenses for next year, let alone to project the cost of a retirement period of 30 plus years.
Things Can Turn on a Dime
As investors we all know things can turn on a dime. Take time to explore programs available to help you, your family, or friends when health or fortunes have changed direction.
Navigating Your Post-Retirement Cash Flow
Retirement means your regular paycheck has stopped and now you are in charge of managing your own cash flow.
Proposed Legislation Could Change Retirement Plans
The "Setting Every Community Up for Retirement Enhancement" bill was passed by the House on May 23 and could drastically change the rules of retirement.
Ask a Trust Officer – 401(k) Protection Programs
The success of your retirement depends largely on what you do with the money in your qualified retirement plan.
IRS Announces 2018 Retirement Plan Contribution Limits
The Internal Revenue Service announced on October 19, 2017 cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2018. The contribution limit for employees who participate in 401(k), 403(b), most 457 plans,…
Should You Use Your Retirement Savings to Pay for College?
Deciding when and how to save for a child’s future college education, while saving for your retirement, is quite a balancing act.