What Is a Custodial IRA?
Most parents worry about their children as they grow up; however, you'd think that would stop once they reach adulthood. Parents always look to set their children up for a ...
Charitable Giving
Enhance your overall financial strategy.
By incorporating charitable contributions into your estate plan, you can potentially reduce your tax liability through deductions, establish donor-advised funds, or set up charitable trusts that provide ongoing support to your chosen organizations. This approach allows for a meaningful legacy, aligns with personal values, and can enhance your overall financial strategy by balancing philanthropic goals with efficient wealth management. Some tools to do this include:
- Charitable bequests
- Charitable trusts
- Qualified charitable distributions
- Charitable appreciated assets
- Charitable gift annuities
- Charitable giving accounts
Articles of Interest
Gig Worker Retirement Strategies
Over the past several years, there has been a significant rise in gig workers and the number of affiliated companies that utilize them. In fact, in 2017, the Bureau of Labor ...
Getting Your Retirement Back on Track
The one-two punch dealt by the Great Recession of 2007-2009, followed by economic damage from the COVID-19 pandemic may have ...
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Investment Services, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Salem Five Bank or Salem Five Investment Services.
Securities and insurance offered through LPL or its affiliates
and
Securities and Investment products offered through Salem Five Wealth Management and Trust Company (A Division of Salem Five Bank)
are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
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