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Category: Wealth Management

Tax Reporting Mailing Dates

January 23, 2023 by The Trust Company of Tennessee

You should expect your tax forms from The Trust Company of Tennessee to be postmarked on or before the following dates. If you have any questions, please contact your Relationship Manager. For those who utilize TurboTax or H&R Block for … [Read more...]

SECURE Act 2.0 – How This Affects You and Your Retirement Plan

January 6, 2023 by The Trust Company of Tennessee

After two years of discussion, SECURE Act 2.0 of 2022 was passed on Friday, December 29, 2022.  It is the most impactful retirement legislation in the past 15 years, and it received bipartisan support to help Americans save more for retirement. The … [Read more...]

Is Uncle Sam one of your beneficiaries?

September 21, 2022 by The Trust Company of Tennessee

Current estate tax exemptions are set to expire at the end of 2025, which means we could see a 50% reduction in available exemption per person. It has been 87 years since the last time the available exemption decreased. Expiring … [Read more...]

What’s the Point of Asset Protection?

September 24, 2021 by The Trust Company of Tennessee

As a successful business owner, you know how important asset protection is. However, many business owners look past an important question when protecting their assets: “Why am I doing this?” A cursory glance at that question might make an owner say, … [Read more...]

Tax Reporting Mailing Dates

January 13, 2021 by The Trust Company of Tennessee

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You should expect your tax forms from The Trust Company of Tennessee to be postmarked on, or before, the following dates. If you have any questions, please contact your Relationship Manager. Tax Form   Postmarked Date Form 1099-R: … [Read more...]

Potential tax changes under Biden administration

January 7, 2021 by The Trust Company of Tennessee

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During his presidential campaign, Joe Biden outlined his tax policy proposals1, which included rolling back key provisions from the Tax Cuts and Jobs Act (TCJA). An analysis by the Tax Foundation estimated the Biden plan would raise tax revenue by … [Read more...]

Year-end financial steps to take now

November 4, 2020 by The Trust Company of Tennessee

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As we suddenly find ourselves in the final quarter of 2020, now is a great time to review our finances before we are swept away with the activities that come with the holiday season – even if those activities will likely look very different this … [Read more...]

Born before Jan. 2, 1954? You could be leaving free money on the table

September 24, 2020 by The Trust Company of Tennessee

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In most cases, it is to your advantage to delay drawing Social Security benefits until you reach age 70. Your benefit amount increases by 8% each year that you wait to draw your benefit until you are 70. Of course, there are exceptions to every rule, … [Read more...]

529 plan’s less popular cousin – the Coverdell ESA

June 19, 2020 by The Trust Company of Tennessee

We’re continuing our education series with a closer look at Coverdell ESAs.  Before 529 plans were expanded to include K-12 tuition, Coverdell ESAs were a popular way to save for both college and secondary education expenses.   Coverdells have … [Read more...]

Navigating divorce settlements in uncertain times

April 23, 2020 by The Trust Company of Tennessee

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Divorce is wrought with emotions – fear, uncertainty, maybe even anger. Add a global pandemic and bear market to the mix and it can be nearly impossible to feel as if you are making any decisions with clarity. You are likely seeing account values … [Read more...]

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