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Trustmont Group News

A message from Trustmont Financial Group president, Anthony Hladek...

It has been both my privilege and pleasure to have known Clifford (Skip) Orr for the past fifteen years. When I first met... more >


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Should You Roll Over Or Play Dead? 7 Factors
If you're changing jobs and you have accumulated assets in a 401(k) or another tax-favored company plan, there are several things you can do. You might roll over the funds to an IRA or to a retirement plan with your new employer, spend the money, or leave the money where it is. If you meet all of the legal requirements for a rollover, the transfer is completely tax-free. more >

Keep Eyes On Estate Tax Proposals
In his 2015 State of the Union address, President Obama laid the groundwork for several significant estate tax changes, which were covered in greater detail in the administration’s budget plan for the 2016 fiscal year. Although these proposals are a long way from being enacted, it makes sense to know the key concepts now. Here are several:more >

Wall Street's Anachronistic Ways In The Internet Age
Wall Street's largest firms are asked every December by Barron's, a venerable weekly financial newspaper, to predict which industry sectors will outperform in the year ahead. Fritz Meyer Economic Research, an independent economic research publisher, has tracked the strategists' predictions annually since 2007 and his 2014 research report shows why Wall Street is fast-becoming an anachronism.more >


Darren Miller swimming
Trustmont sponsors Darren Miller as he swims the straits and raises awareness for open-heart surgery in infants and children. >>

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