News
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 ordinary...
Outlooks
November 2024 OutlooksSoutheast 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 specific positives, negatives, and...
Charitable Giving
Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe...
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