Skip to content
facebook twitter youtube linkedin
Newsletter sign-upClient login
Garden State Trust Company
  • Home
    • South Jersey Region
    • Lebanon Region
    • Linwood Region
  • About Us
    • Message From Our Founder
    • Meet Our Team
    • Why Garden State Trust
    • Embracing Your Goals
  • Resources
    • Monthly Tips
    • Learning
    • Newsletters
    • Blog
    • Ask Garden State Trust
    • COVID-19 Information
  • Investments
    • Managing & Preserving Wealth
    • Investment Policy Formulation
    • Strategic Portfolio Management
    • Weekly Market Summary
    • Monthly Market Outlook
  • Trusts & Estates
    • Revocable Living Trusts
    • Special Needs Trusts
    • Charitable Trusts
    • Asset Protection Trusts
    • Executor Services
  • Services
    • IRA Rollovers
    • Boomers & Beyond
    • The Sandwich Generation
    • Your Digital Estate
    • Trustee Services
    • Administrative Trustee Services
    • Solo Agers
  • Contact

Month: October 2017

IRAs for Charity
Blog

IRAs for Charity

Charitable giving in the U.S. rose 2.7% last year, reaching an all-time record of $390.05 billion. That’s also a record in inflation-adjusted dollars, reports the Giving USA Foundation in its annual report on philanthropy. Individuals, foundations, and corporations contributed to the robust growth in philanthropy, while bequests were projected to have declined by 9.0%. Some…

gstc October 26, 2017 No comment(s)
Read more
The IRS Opens a Facebook Page. Yours.
Blog

The IRS Opens a Facebook Page. Yours.

Two law professors at Washington State University have warned that the IRS has turned to data mining of social media in their enforcement efforts [Houser and Sanders, “The Use of Big Data Analytics by the IRS: Efficient Solutions or the End of Privacy as We Know It?”, 19 Vand. J. Ent. & Tech. L. 817…

gstc October 20, 2017 No comment(s)
Read more
Who Owns Mutual Funds?
Blog

Who Owns Mutual Funds?

There are an estimated 94 million mutual fund investors in the U.S., reports the Investment Company Institute in its 2017 Investment Company Fact Book. Those investors represent 54.9 million households, or roughly 43.6% of all U.S. households. That level of mutual fund ownership has held steady during this century. 43.6% of U.S. households own mutual funds…

gstc October 12, 2017 No comment(s)
Read more
Could “Stretch IRAs” Be Killed?
Blog

Could “Stretch IRAs” Be Killed?

Under current law, when an heir inherits a Roth IRA or an IRA from someone who has not yet begun receiving minimum distributions, he or she must make a choice. The money must be distributed either within five years or over the heir’s lifetime. For lifelong distributions, the heir will need to withdraw a minimum…

gstc October 4, 2017 No comment(s)
Read more
Search for:

Categories

  • Ask Garden State Trust
  • Blog
  • Newsletter
  • Press Releases
  • Retirement

Archives

  • 2023 (2)
    • January (2)
  • 2022 (32)
    • December (2)
    • November (2)
    • October (2)
    • September (10)
    • August (2)
    • July (2)
    • June (2)
    • May (2)
    • April (2)
    • March (2)
    • February (2)
    • January (2)
  • 2021 (24)
    • December (2)
    • November (2)
    • October (2)
    • September (3)
    • August (1)
    • July (2)
    • June (2)
    • May (2)
    • April (2)
    • March (2)
    • February (2)
    • January (2)
  • 2020 (25)
    • December (2)
    • November (2)
    • October (2)
    • September (2)
    • August (2)
    • July (2)
    • June (2)
    • May (2)
    • April (3)
    • March (2)
    • February (2)
    • January (2)
  • 2019 (24)
    • December (2)
    • November (2)
    • October (2)
    • September (2)
    • August (2)
    • July (2)
    • June (2)
    • May (2)
    • April (2)
    • March (2)
    • February (2)
    • January (2)
  • 2018 (27)
    • December (2)
    • November (2)
    • October (2)
    • September (2)
    • August (2)
    • July (2)
    • June (2)
    • May (2)
    • April (2)
    • March (5)
    • February (1)
    • January (3)
  • 2017 (38)
    • December (2)
    • November (2)
    • October (4)
    • September (4)
    • June (6)
    • May (3)
    • April (4)
    • March (6)
    • February (4)
    • January (3)
  • 2016 (71)
    • December (4)
    • November (3)
    • September (4)
    • August (10)
    • July (4)
    • June (13)
    • May (5)
    • April (9)
    • March (9)
    • February (6)
    • January (4)

About

Garden State offers a variety of trust administration and investment services to help you plan for your family’s future. Garden State Trust Company is a trust service office of Midwest Trust Company, a Kansas non-depository trust company regulated and examined by the Office of the State Banking Commissioner of Kansas.

Four Locations to Serve You

Wall   Main Office

2101 Highway 34 South, Suite A • Wall, NJ 07719
732-255-5000

South Jersey   Regional Office

One Holtec Drive, Suite G101 • Marlton, NJ 08053
856-281-1300

Four Locations to Serve You

Lebanon   Regional Office

1390 Route 22 West, Suite 101 • Lebanon, NJ 08833 908-287-7188

Linwood   Regional Office

2021 New Road, Suite 9 • Linwood, NJ 08221
856-281-1300
Garden State Trust Company
Garden State Trust Company BBB Business Review Copyright 2023. Privacy policy