You may have heard that earlier this week, the Senate passed and the House approved a 4,000+ page, $1.7 trillion spending bill to avoid a government shutdown and fund government agencies through September 2023. The bill included the SECURE Act 2.0, which made...
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- Tag: retirement
For working Americans, their IRA may be one of their largest assets. It is also one of the most complicated and tax sensitive assets to own for estate planning and wealth transfer purposes. However, with careful planning and consideration of appropriate beneficiary designations,...
Tennessee is experiencing record breaking tourism numbers, but it isn’t the only industry seeing an influx of people and money from out-of-state and around the world. As hot as tourism is, Tennessee is also becoming an equally sought after destination for retirement. With...
Warning-this paper is somewhat technical and may be tedious to non-financial types! But, the topic is very important because the key determinant of success for many investors is the return on the stock market inasmuch as equities represent the largest single component of...
We spend a lot of time here at Diversified Trust helping clients identify and plan for their financial goals. Certainly one of the most common is to have a healthy and prosperous retirement. Good financial advisors help their clients evaluate retirement readiness and...