February 2025 Outlooks

February 2025 Outlooks

February 2025 Outlooks Read Our Economic Outlook Southeast Trust is here to help simplify and consolidate the extensive economic data we see daily by providing three articles that summarize informtion. These short and informative articles include a summary and...
Choosing a Beneficiary for Your IRA or 401(k)

Choosing a Beneficiary for Your IRA or 401(k)

Paying income tax on most retirement distributions Most inherited assets such as bank accounts, stocks, and real estate pass to your beneficiaries without income tax being due. However, that’s not usually the case with 401(k) plans and IRAs. Beneficiaries pay...