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Author: gstc

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)
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Factors Beyond the Fundamentals
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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)
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Smaller RMDs in 2022
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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)
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The Explosion of IPOs and New Investment Choices
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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)
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Scams Are Becoming More Elaborate
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Scams Are Becoming More Elaborate

Although we may know of various scams and how to avoid them, we can’t know them all because they are changing all the time. Sometimes we can spot these changes as they happen. When the Nigerian prince scam changed from being mailed to being emailed, it wasn’t that hard to tell it was the same…

gstc December 10, 2021 No comment(s)
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Trusts and Philanthropy
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Trusts and Philanthropy

Americans are some of the most generous people in the world. Although one might have expected charitable giving to have decreased in uncertain times during a global pandemic, Americans donated a record $471 billion dollars to charity in 2020, according to a recent report in Giving USA. One wealth management strategy for a substantial gift…

gstc November 8, 2021 No comment(s)
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Social Security Basics
Blog

Social Security Basics

Social Security may be about to experience one of its largest increases for cost of living since the 1980s, due to the recent increases in inflation. Some estimates show an increase as high as 6%, and the actual numbers will be released later in October. Although Social Security is for all workers, it is complicated.…

gstc October 8, 2021 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 / 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
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