Uncertainty vs. Certainty of Death and Taxes | Central Trust
When uncertainty is all around, proactive steps you take help mitigate your personal financial risk and the uncertainties of life and the certainty of death and taxes.
SECURE Act: New Challenges & Planning Opportunities
The SECURE Act was intended to expand opportunities for taxpayers to save for retirement and to simplify administration for retirement accounts. It has resulted in unique challenges and planning opportunities in the estate planning arena.
Managing Newly Acquired Wealth
While your chance of winning the lottery is extremely small, the challenges associated with managing a large influx of money are actually quite common.
Tax Planning Considerations for the Seller | Central Trust
Selling a business can be complicated and daunting – and may bear substantial tax consequences.
How to Survive Tax Season | Central Trust
In this edition of "Ask a Trust Officer," Jill Dobbs, CFP® explains how getting organized now can save you a lot of time and stress as tax season officially kicks off.
IRS Announces 2019 Retirement Plan Contribution Limits
Covers cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019.
Qualified Charitable Distributions From IRAs | Central Trust
For philanthropic taxpayers, a unique tax planning opportunity exists when donations are sourced from IRA funds.
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,…