Pension Plan Limits for Tax Year 2024

12/05/2023
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2022 Economic Outlook

12/22/2021
Global economic growth over the past two years largely has been affected by the mandated shutdowns and fiscal stimulus in response to the COVID-19 pandemic. As the U.S. economy continues to recover in 2022, it faces headwinds of labor shortages, supply chain disruptions, and higher inflation. We evaluate the current economic environment and its implications for businesses and investors.

Pension Plan Limits for Tax Year 2022

11/29/2021
The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2022.

401(k) and IRA: A Combined Savings Strategy

11/29/2021
Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can significantly boost your retirement assets. Review our quarterly insights to see how the two types of plans can work together in your retirement savings strategy.

Charitable Giving Can Be a Family Affair

11/29/2021
As families grow in size and overall wealth, a desire to give back often becomes a priority. Review our quarterly insights and learn four ways to incorporate charitable giving into your family's overall financial plan.

Prevent Account Takeover Fraud

10/08/2021
You can identify a potential fraud attempt if you know what to look for. Follow these tips to protect yourself.

Quarterly Perspectives - Third Quarter 2021

10/08/2021
In our INTRUST 2021 Economic Outlook, we identified three scenarios on the speed of the U.S. economic recovery, noting that if our most optimistic scenario unfolded, unanticipated increases in inflation could emerge. Through the third quarter of this year, the U.S. has indeed experienced elevated levels of inflation, primarily caused by disruptions in the global supply change and labor shortages.