TO OUR VALUED WOODTRUST CUSTOMERSOn the heels of the recent Silicon Valley Bank and Signature Bank failures, depositors and bank customers across the U.S. naturally
4th Quarter 2022. While it seems each year investors hope the word “unprecedented” will be left in the rearview mirror, 2022 was unfortunately not spared
Market Review Performance Driver Review Market PerspectivesReturns across most asset classes this year have been nothing short of abysmal. The twin performance drags of both
Social Security Benefits and Special Payments After Retirement Bonuses, Vacation Pay, Commissions, Sick Pay, Insurance Commissions, Carryover Crops and Other Special Payments What are “special
On October 7, the IRS clarified the most confusing issue of the proposed Secure Act rules regarding Required Minimum Distribution regulations which were issued last
It even makes understanding inflation easier. “Bacon’s the best. Even the frying of bacon sounds like applause. Bacon bits are like the fairy dust of
Just like with a car, it’s a good idea to perform some annual maintenance on your retirement plan. Here’s a five-point inspection guide to help
Today’s Volatile Environment Today, there is substantial buzz around the volatility of the market. In June, the S&P 500 fell into a bear market, meaning
The second quarter of 2022 saw continued volatility as markets wobbled back and forth digesting interest rate moves and recessionary concerns. Both stock and bond
The first quarter of 2022 reminded investors of a market concept that had been all too forgotten since the lows of March 2020: volatility. A
The rules for required minimum distributions (RMDs) changed when the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) became law on
Market swings causing you some anxiety? These four money mantras can help you overcome it. Whether it’s the continuing presence of the COVID-19 pandemic, a
It is our goal to deliver your year-end tax information as efficiently as possible with a focus on balancing speed of delivery with data accuracy,
The Internal Revenue Service (IRS) has released annual inflation adjustments for 2022. These include increased gift, estate and generation-skipping transfer (GST) tax exemptions (the “unified
A recent survey shows that there is no single path to retirement. Franklin Templeton’s June 2021 “Voice of the American Worker” survey confirms that retirement today
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