Retirement Plans

  • Breaking Down the CARES Act

    By Katie Seay on Apr 03, 2020

    CARES Act Provides Relief to Individuals and Businesses On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency…

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  • What Does the "Fiduciary Rule" Mean to You?

    By Todd Chyba on Feb 17, 2017

    Overview By now most people who follow financial news probably have heard about the Department of Labor (DOL) “Fiduciary Rule,” or “Conflict of Interest Rule” which affects ERISA-covered retirement…

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  • Key Retirement and Tax Numbers for 2017

    By Polly Reynolds on Jan 05, 2017

    KEY RETIREMENT AND TAX NUMBERS FOR 2017 Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions…

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  • What Do We Do? We're Here to Help.

    By Chuck Lyman on Sep 23, 2016

    We are often asked “What do you do at The Trust Company?” Simply put, we help clients reach their goals, whether they are personal,…

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  • The IRA Charitable Transfer: Now Permanent!

    By The Trust Company on Dec 21, 2015

    We have been waiting with bated breath for news on whether Congress would extend a tax break for certain charitable donations of IRA…

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  • Keys to Retirement Savings Success

    By Mark Knackendoffel on Jul 23, 2015

    Many investors believe the keys to success are forecasting the market trends and properly timing markets, either by themselves or by…

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