Skip to content
facebook twitter youtube linkedin
Newsletter sign-upClient login
Garden State Trust Company
  • Home
    • South Jersey / Philadelphia Region
    • Lebanon Region
    • Linwood / South Jersey Region
  • About Us
    • Our Founders
    • Meet Our Team
    • A Case For An Independent Trust Company
    • Why Garden State Trust
  • Resources
    • Monthly Tips
    • Learning
    • Newsletters
    • Blog
    • Glossary of Fiduciary Terms
    • Weekly Market Summary
    • Monthly Market Outlook
    • Embracing Your Goals Together
    • The ABCs of Traditional and Roth IRAs
  • Investments
    • Managing and Preserving Wealth
    • Strategic Portfolio Management
    • Investment Policy Formulation
  • 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 Us

Year: 2022

Incentive Trusts
Blog

Incentive Trusts

An incentive trust is a trust that includes provisions requiring beneficiaries to meet certain conditions before the trustee can distribute funds. This means that the funds can only be accessed in specific situations or for specific needs. Some incentive trusts give the trustee the authority to spread distributions out so the beneficiary doesn’t receive them…

gstc June 3, 2022 No comment(s)
Read more
Should I Retire To the Sea?
Blog

Should I Retire To the Sea?

As retirement approaches, we may wonder about downsizing our living space, or even moving to a new area entirely. The perfect retirement has many elements, and is more than just having enough money to make work an option instead of a requirement. One of the hardest things is realizing that you are the leader of…

gstc May 10, 2022 No comment(s)
Read more
Another Roth IRA Advantage
Blog

Another Roth IRA Advantage

The traditional IRA and the Roth IRA both will grow without income taxes reducing returns. The difference is that contributions to a traditional IRA may be tax deductible (depending upon income), and all distributions during retirement are taxable as ordinary income, while contributions to a Roth IRA are not deductible, but withdrawals are potentially free…

gstc April 8, 2022 No comment(s)
Read more
Factors Beyond the Fundamentals
Blog

Factors Beyond the Fundamentals

In recent weeks there have been calls by Ukrainian officials for companies to take a stand against the Russian invasion, and many companies have responded beyond the government sanctions. This is not the first time that companies have taken a stand on political issues. Some companies make a point to embrace social issues as well,…

gstc March 7, 2022 No comment(s)
Read more
Smaller RMDs in 2022
Blog

Smaller RMDs in 2022

It is normal to think that once you retire, you no longer need to save or invest for retirement. Although many may switch from an accumulation to a distribution mindset when retirement starts, it is important to keep your money working for you as much as possible. One consideration is managing distributions from tax-favored accounts,…

gstc February 10, 2022 No comment(s)
Read more
The Explosion of IPOs and New Investment Choices
Blog

The Explosion of IPOs and New Investment Choices

Not all companies are available to be purchased by ordinary investors. Many companies, even very large ones, are held in private hands, and have no desire to change that anytime soon. In 2016, CreditSuisse compiled a report of the listed companies on major U.S. stock exchanges over the last four decades. Although the value of…

gstc January 12, 2022 No comment(s)
Read more

Posts navigation

1 2 3
Search for:

Categories

  • Blog
  • Retirement
  • Uncategorized

Archives

  • 2025 (4)
    • April (1)
    • March (1)
    • February (1)
    • January (1)
  • 2024 (12)
    • December (1)
    • November (1)
    • October (1)
    • September (1)
    • August (1)
    • July (1)
    • June (1)
    • May (1)
    • April (1)
    • March (1)
    • February (1)
    • January (1)
  • 2023 (12)
    • December (1)
    • November (1)
    • October (1)
    • September (1)
    • August (1)
    • July (1)
    • June (1)
    • May (1)
    • April (1)
    • March (1)
    • February (1)
    • January (1)
  • 2022 (20)
    • December (1)
    • November (1)
    • October (1)
    • September (9)
    • August (1)
    • July (1)
    • June (1)
    • May (1)
    • April (1)
    • March (1)
    • February (1)
    • January (1)
  • 2021 (11)
    • December (1)
    • November (1)
    • October (1)
    • September (1)
    • August (1)
    • July (1)
    • June (1)
    • May (1)
    • April (1)
    • February (1)
    • January (1)
  • 2020 (13)
    • December (1)
    • November (1)
    • October (1)
    • September (1)
    • August (1)
    • July (1)
    • June (1)
    • May (1)
    • April (2)
    • March (1)
    • February (1)
    • January (1)
  • 2019 (12)
    • December (1)
    • November (1)
    • October (1)
    • September (1)
    • August (1)
    • July (1)
    • June (1)
    • May (1)
    • April (1)
    • March (1)
    • February (1)
    • January (1)
  • 2018 (15)
    • December (1)
    • November (1)
    • October (1)
    • September (1)
    • August (1)
    • July (1)
    • June (1)
    • May (1)
    • April (1)
    • March (3)
    • February (1)
    • January (2)

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 / Philadelphia  Region

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

Four Locations to Serve You

Lebanon  Region

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

Linwood / South Jersey  Region

2021 New Road, Suite 22 • Linwood, NJ 08221
856-281-1300
Garden State Trust Company
Garden State Trust Company BBB Business Review Copyright 2025. Privacy policy