Caldwell Trust Company – Building Wealth and Preserving Legacy Blog

How to Plan Your Retirement Withdrawal Strategy

Jan 12, 2016

You’ve worked hard and invested wisely, and now you’re ready to retire. Congratulations! But do you have a plan for withdrawal? ...

May 21, 2015

This week, the Supreme Court decided a case that should put all employers on alert in regards to their responsibilities as plan ...

Mar 3, 2015

A 401k plan is a tax-qualified, defined contribution pension plan. For every qualified 401k plan, a fiduciary(s) must be named ...

Nov 12, 2014

For employees that contribute to retirement plans, they already know the long-term tax advantages of a 401(k) type of plan. Taxes ...

Oct 29, 2014

Caldwell Trust Company has significantly reduced the investment fee for our retirement plans that we manage as plan trustee. The ...

Jul 17, 2014

Last month, Bank of America released a report regarding how Americans think about money. One of the more interesting statistics ...

Jun 28, 2013

A dubious urban legend says that Albert Einstein named compound interest as the most powerful force in the universe. Another ...