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Trustmont Group News

Trustmont's National Conference
Trustmont's 2014 National Conference is being held on September 29 and 30 at the Omni Bedford Springs Resort and Spa in Bedford, Pennsylvania.  more >

Anthony C. Hladek named President of Trustmont Financial Group
After 27 years, Founder & President of Trustmont Financial Group, Inc., Peter D. Dochinez, has retired from his position as the firm’s... more >

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Industry News

10 Ways To Skirt A Penalty Tax On Plan Payouts
There are a lot of benefits to salting away money in an employer’s retirement plan, whether it is a 401(k) or a pension or profit-sharing plan. Your contributions can grow and compound without being eroded by taxes until you’re ready to use the money. But suppose you’re in your 50s and contemplating early retirement or you need funds for another reason. Is there a way to gain access to the money in your plan without paying a steep tax price? more >

How To Manage Your Tax Brackets Now And Later
Do you know what tax bracket you’re in? Not knowing could stand in the way of your year-end tax planning in 2014. In fact, you’ll likely miss out on some unique tax-saving opportunities.From a planning perspective, it’s not just this year’s tax bracket that counts. It also matters what bracket you’ll be in next year, the following year, and for several succeeding years. more >

It Certainly Was Five Years For The History Books
Time passes fast, and you might not have noticed the extraordinary financial history we all witnessed in the past five years.The second quarter of 2014 marked the sixth year — and the sixth quarter — in a row in which stocks climbed higher. It was a bull-market run sure to be talked about for at least a few generations to come.Five years is a good, long stretch. In this case, it was a great, long stretch. The end of the first half of 2014 marked the bull market’s fifth anniversary.It was a five-year about-face from the financial-crisis trough. more >

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

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