Pension Plan Limits for Tax Year 2023

11/08/2022
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Quarterly Perspectives - First Quarter 2021

04/13/2021
In the INTRUST 2021 Economic Outlook, our view of the economic recovery occurring throughout 2021 is based on several factors, not the least of which is the mitigation of the negative impacts of COVID-19. As the economy improves, the likelihood of inflation and rising interest rates will play an important role in market performance.

Key Retirement and Tax Numbers for 2021

03/02/2021
Every year, the IRS announces cost-of-living adjustments that affect retirement plan contribution limits and various tax deduction, exclusion, exemption and threshold amounts. Here are a few of the adjustments for 2021.

Estate Planning Strategies in a Low Interest Rate Environment

03/02/2021
Low interest rates generally favor certain estate planning strategies, while it may have a detrimental effect on others. Find out which strategies might be most impacted by the current low-interest-rate environment.

2021 Economic Outlook

01/12/2021
Economic conditions at the start of a new decade changed significantly as the pandemic impacted economies across the globe.

Economic Impact Payment Round Two FAQ

12/30/2020
On December 21, 2020, Congress authorized a $900 billion coronavirus relief package to provide assistance to American consumers and businesses struggling as a result of the coronavirus pandemic. A provision of the law includes sending government payments to eligible Americans. Below you will find answers to common questions regarding the second round of economic impact payments.

Buying Supplemental Health Insurance: Medigap

12/07/2020
Medicare won't cover all of your healthcare costs during retirement, so you may want to buy a supplemental medical insurance policy known as Medigap.