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Garden State Trust Company
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Year: 2018

Mutual Fund Distributions
Ask Garden State Trust

Mutual Fund Distributions

Dear Garden State Trust: I bought shares in a mutual fund last summer and now I’m getting a distribution of capital gains from the fund. Why? I don’t want that. Do I have to pay taxes on it? —Buyer and Holder Dear Buyer: Federal law requires mutual funds to distribute nearly all of their realized…

gstc December 20, 2018 No comment(s)
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Holiday Spending
Blog

Holiday Spending

Holiday spending: It could be a new record!  Why does the holiday spending season start after Thanksgiving, and why is it called Black Friday? Is it because: A. There was a market crash in gold in 1869 that cause financial distress to many. B. There was generally chaos in the streets of Philadelphia in the…

gstc December 10, 2018 No comment(s)
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Charitable IRA Gifts
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Charitable IRA Gifts

Dear Garden State Trust: I’ve heard of something called a “charitable IRA rollover.” What is that? —Generous But Prudent Dear Generous: Those who are older than 70½ are permitted to arrange for a tax-free transfer of up to $100,000 per year from their IRA to the charity of their choice. This is the technique you…

gstc November 26, 2018 No comment(s)
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Sudden Wealth
Blog

Sudden Wealth

Lotteries have grown in popularity in recent years, as jackpots have grown in size. In October, the multistate Mega Millions jackpot grew to more than $1.5 billion if taken as annuity payments, and the largest jackpot on record won with a single ticket. Lotteries are seen by some as the shortcut to financial security, even…

gstc November 12, 2018 No comment(s)
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IRAs
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IRAs

Dear Garden State Trust: Which is better, the traditional IRA or the Roth IRA? —Future Retiree Dear Future: There is no simple answer to your question, unfortunately.  The traditional IRA offers an immediate income adjustment and savings in federal and state income taxes.  Taxpayers who are short on cash may need the deduction to be…

gstc October 25, 2018 No comment(s)
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Falling into Foliage
Blog

Falling into Foliage

New Jersey may not be part of New England, but its reputation for the beautiful changing leaves could be extended to our trees and changing colors too. New Jersey’s peak fall colors are usually between October 19th and the 29th, so it’s the perfect time to plan a trip.  Many factors contribute to the exact…

gstc October 10, 2018 No comment(s)
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Stock Markets
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Stock Markets

Dear Garden State Trust: How about that stock market? Can it last? —Happy Investor Dear Happy: Higher stock prices are driven by two factors: increasing earnings, and increasing investor speculation. The good news for investors is that the stock market records set in August were grounded upon increased earnings and a strongly growing economy. We…

gstc September 18, 2018 No comment(s)
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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
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