April 2025
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Changes to Retirement and IRA Contributions for 2025
By Ashley Neary, CISP THE IRS ANNOUNCED MANY CHANGES for 2025 which will allow you to save more for your… -
Patience and Awareness
By Gary Gibbs Often when an asset class enjoys significant relative outperformance, there begins to be talk of a bubble. Whether… -
The Bradley House and the greater awareness of Estate Planning
By Jack Davidson When I arrived in Vermont in 1970, my wife and I bought an old house that was built… -
Optimize Your Tax Strategy with Roth IRA Conversions
By Devon Walsh Roth IRAs and Traditional IRAs- What are the Differences? With a Traditional IRA, you can contribute pre-tax… -
Avoiding Probate
By Livia DeMarchis, Esq. When putting in place an estate plan, a main goal for most clients is avoiding the need… -
Newsletter introduction
By Chris Cassidy WHEN I FIRST BEGAN my career at Trust Company of Vermont, I made contributions each year to…
