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Changes to 529 Plans Provide New Flexibility for Families

BY: J. Harvie Roe, CFP®, MBA | President, AmeriTrust BY: Kenny Brown, Jr, MBA | Senior Vice President, Chief Operating Officer, AmeriTrust The cost of college tuition goes up by the year, and for those families who are able to afford it at all, it’s one of the biggest...


The Journey to Achieving Financial Wellness

“Financial wellness” is an innocuous-sounding phrase that, when you really unpack it, carries a lot more meaning than many people realize. What does it mean to be financially well? Financial wellness doesn’t just consist of what’s in your bank account or your...


Wealth Management Lessons from March Madness

Like many of you, this month I’ll be consumed with my favorite annual event, the NCAA basketball tournament. It’s always so exciting when March Madness returns with teams all dreaming of advancing to the Final Four and cutting down the nets as national champions....


2023 Updated Secure Act 2.0 Information

The Secure Act 2.0 was signed into law on December 29, 2022. Several changes will be effective in 2023, with several more becoming effective in future years. The age to start taking Required Minimum Distributions increases to 73 in 2023 and 75 in 2033. This delays the...


How to Feel More Secure in Your Knowledge of the SECURE Act

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. Frustratingly, it’s been three years since then, and taxpayers still do not have a definitive answer on how inherited IRA...


Intrafamily Loans: Potentially Powerful And Perilous

Originally published in Forbes on October 6, 2022 BY: DAVID REDDING, CTFA, AEP, CWS Austin, TX Market President, Argent Trust Company | (512) 478-3188 Providing intrafamily loans can be a powerful way for families to spread their wealth to children and grandchildren,...


Setting Up A Will: Where to Start

Originally published on on September 12, 2022 BY: KATHY CHRISTOFFEL, CTFA Market President, Argent Trust-Fort Worth Market (817) 502-3586 None of us are going to live forever — and yet, it can be surprisingly challenging to convince some people to get started...


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