Whether expected or not, an inheritance, divorce settlement, severance package or pension payout, proceeds from the sale of a business, life insurance, legal judgments, or even lottery winnings—all can put in your hands the equivalent of several years of earnings. NOW YOU’RE AT A CROSSROADS — suddenly called upon to switch from wealth-building mode to […]
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Q & A : IRA ROLLOVERS
A recent report from the GAO suggests that IRAs are becoming an increasingly important element of retirement security. An estimated 43 million taxpayers have IRAs, worth an estimated $5.2 trillion. Some 42.3 million of these IRAs are worth less than $1 million each, and 800,000 are worth more. 314 taxpayers have IRAs worth $25 million […]
Read MoreI NEED PROTECTION FOR MY 401(K) DISTRIBUTION
Dear Employee Benefit Officer: When I retire in about a year, I’m expecting a six-figure distribution from my employer’s 401(k) plan. The success of my retirement turns on what I do with this money, and I’m more than a little unsettled by the prospect. What should I do to keep my all my options open? […]
Read MoreARE YOU A LIVING TRUST CANDIDATE?
Any comprehensive review of an older person’s financial planning is likely to touch upon the value of a revocable living trust for investment management. THE TRUST APPROACH provides a great tool for delegating investment responsibility into experienced hands without giving up control of assets. Anyone with a substantial portfolio should consider a trust and the […]
Read MoreThe Trust Company of Kansas is Employee Owned, and Why You Should Care.
Nimble. Resilient. Stable. Supportive. These are a few of the many advantages of doing business with The Trust Company of Kansas.
Read MoreYear-End Tax Tips
Porches and doorsteps are still decorated with pumpkins and mums, but the new year is creeping up once again. Prepare now for the best outlook come tax time.
Read MoreArt Goes to Work for The Trust Company of Kansas
Supporting the arts has always been an integral part of our story. Learn how The Trust Company of Kansas put art at the forefront of our future.
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