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.
SECURE Act 2.0 – How This Affects You and Your Retirement Plan
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…
Is Uncle Sam one of your beneficiaries?
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…
What’s the Point of Asset Protection?
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?”…
Tax Reporting Mailing Dates
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.
Potential tax changes under Biden administration
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…
Year-end financial steps to take now
Regardless of your phase in life, there are opportunities to maximize your tax efficiencies and improve your long-term financial outlook by taking action before year end.
Born before Jan. 2, 1954? You could be leaving free money on the table
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…
529 plan’s less popular cousin – the Coverdell ESA
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…
Navigating divorce settlements in uncertain times
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. What should you do?
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