Financial Tips
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Investing in bonds is cool?!
By David DeBellis, CFA & Portfolio Manager As a dyed-in-the-wool “stock guy,” it pains me to admit it, but bonds… -
Cyber Security: How to keep your information secure
By Angela Bowman At Trust Company of Vermont, we take protecting your data seriously. In today’s world, you can barely… -
Helpful Planning Reminders for 2022
2022 brought some changes to estate and gift tax exemptions, as well as retirement account contribution limits. Understanding these various… -
Dealing with the Inherited IRA 10-Year Termination Rule
By Chris Chapman and Jennifer Rowe Last year’s new termination rule on Inherited IRAs may have been lost in the… -
What if You Leave Your IRA in Trust?
By Jennifer Rowe, Esq., Trust Administrator If you plan to leave your retirement account in trust for your children or… -
More Strategies for Dealing with the Secure Act’s 10-Year Rule
By Chris Chapman, CTFA & Trust Administrator With appreciation to colleagues Jeanne Gilbert and Deb Brown for their assistance My… -
The Hill and Your IRA and the 50% Penalty
By Jack Davidson I am a tax advisor to my twin sister, Jill. Thus, I worry about the metaphorical hill…
