<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=2055643904680562&amp;ev=PageView&amp;noscript=1">

The Caldwell Trust Company Blog

The Difference Between a 401(k) and 403(b) Qualified Retirement Plan

Posted by Tony Blasini, CPC, QPA

If you or your spouse have a career in education, you probably have been contributing to a 403(b) account, but do you know exactly what that means? Your may have even been told that it was the equivalent of a 401(k), for those that work in education, but there are some striking differences you may not be aware of.

Read More
0 Comments | View Comments

Topics: Retirement Plan Services, Investments

How to Plan Your Retirement Withdrawal Strategy

Posted by Sandy Pepper

You’ve worked hard and invested wisely, and now you’re ready to retire. Congratulations! But do you have a plan for withdrawal? Just as investing in the right tax vehicles helped you save money for your retirement, so too can a strategic timing of your withdrawals. In this post, we’ll look at which accounts you should look to first, to help extend the life of your savings.

Read More
0 Comments | View Comments

Topics: Retirement Plan Services

Sandra L. Pepper joins Caldwell Trust Company as vice president and senior trust officer

Posted by Caldwell Trust

Sandra L. Pepper has joined Caldwell Trust Company as vice president and senior trust officer according to R. G. “Kelly” Caldwell Jr., CEO and president. She brings over 35 years of experience in the industry, providing estate planning and other financial advice tohigh-net-worth individuals, families and institutions. At Caldwell, she will continue pursuing her passion to ensure that client desires are carried out for their families and charities, with specific attention to estate, financial and tax planning concerns.

Read More
0 Comments | View Comments

Topics: Corporate

 


 

Leave a comment for this blog post:

Follow Caldwell Trust Company

 facebook  twitter  linkedin  icon_youtube  icon_pinterest

Subscribe to Email Updates

Recent Posts