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

Year: 2022

IRA Contributions By the Elderly
Ask Garden State Trust

IRA Contributions By the Elderly

Dear Garden State Trust: I have read that the age limits on IRA contributions have been removed. I’m 71, so does it really make sense for me to make an IRA contribution now? —Retired Saver Dear Retired: Probably not, but more of your financial information is needed to be certain. The tax benefits for IRA…

gstc December 27, 2022 No comment(s)
Read more
Opportunity Costs in Retirement
Blog

Opportunity Costs in Retirement

A recent working paper “HOW MUCH LIFETIME SOCIAL SECURITY BENEFITS ARE AMERICANS LEAVING ON THE TABLE?” from the National Bureau of Economic Research takes lots of data, including the spending and taxation of families, and suggests: “More than 90 percent should wait till age 70. Only 10.2 percent appear to do so. The median loss…

gstc December 6, 2022 No comment(s)
Read more
Plan For Possible Incapacity
Ask Garden State Trust

Plan For Possible Incapacity

Dear Garden State Trust: Recently, a friend of mine was suddenly taken ill. Her recovery is slow, so we are trying to do all that we can to help out. A court appointed a guardian to handle her finances because, we gather, she hadn’t made any formal arrangements. From our conversations, we knew that the…

gstc November 22, 2022 No comment(s)
Read more
A Story for Veteran’s Day
Blog

A Story for Veteran’s Day

Recently an associate recounted for us a family experience that we would like to share. My Dad was born in 1929, so he was too young to be drafted for World War II. His Uncle Ray, a farm boy, did serve. Ray was posted to Europe, but I don’t know how much fighting he did.…

gstc November 4, 2022 No comment(s)
Read more
Interest Rates
Ask Garden State Trust

Interest Rates

Dear Garden State Trust: How much higher do think interest rates will go? Inflation has already damaged my household budget this year, and higher interest rates on my debts will just make it worse. Isn’t there a chance these interest rate increases could trigger a recession or worse? —Wounded Already Dear Wounded: Interest rates will…

gstc October 21, 2022 No comment(s)
Read more
Celebrity Estate Takeaways
Blog

Celebrity Estate Takeaways

If you are alive to read this, then it isn’t too late to plan ahead and create an estate plan. In fact, it doesn’t need to be delayed until you are close to death—especially if substantial assets are involved. Thinking about death is hard. When it’s your own death, it’s even harder. However, thoughtful planning…

gstc October 7, 2022 No comment(s)
Read more
When a Spouse Inherits an IRA
Ask Garden State Trust

When a Spouse Inherits an IRA

Dear Garden State Trust: Before he died, my husband rolled his $1 million 401(k) account into an IRA, naming me as surviving beneficiary. Now he has died, and I’m not sure what to do next. —Newly Widowed Dear Newly: You need to consult with a tax attorney or an accountant about your inherited IRA. This…

gstc September 23, 2022 No comment(s)
Read more

Posts navigation

1 2 … 5
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