Trustmont Financial Group Inc

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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38 Years

in Business

Accredited

Business

(724) 468-5665Visit WebsiteMap & Directions200 Brush Run Rd Ste AGreensburg, PA 15601 Write a Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 4:30 pm

Places Near Greensburg with Financial Planning Consultants

Delmont (2 miles)
Export (6 miles)
Harrison City (8 miles)
Jeannette (9 miles)
Loyalhanna (10 miles)
Manor (11 miles)
Murrysville (12 miles)
New Alexandria (12 miles)
Saltsburg (14 miles)
Irwin (14 miles)

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Email

BBB Rating

Extra Phones

Phone: (724) 468-5675

Fax: (724) 468-5675

Payment method

amex, discover, master card, visa

Other Links

http://www.trustmontgroup.com

https://trustmontgroup.com

Other Email

Categories

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Banks, Financial Planners, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (724) 468-5665

Address: 200 Brush Run Rd Ste A, Greensburg, PA 15601

Website: http://www.trustmontgroup.com

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Trustmont Financial Group Inc

Tax Planning
Income tax brackets are also uncertain. Income tax planning includes watching Washington and acting strategically before and after the November 2022 election results are decided. With the long-term federal, as a percentage of gross domestic product, expected to soar in the next decade, pressure is building for a tax-rate increase.
Estate Taxes
Tax Services
Roth IRA
IRAs are more important than ever in creating a strategic financial plan because that is where Americans save for retirement. After retiring, assets in 401(k) accounts can be managed by you in IRAs. For income tax purposes, they are treated the same as 401(k), 403(b) and other federally-qualified retirement accounts. They grow tax-free only until you withdraw money and withdrawals are taxed at your ordinary income tax rate. However, Roth IRAs are totally tax-free. Even withdrawals are tax-free. Converting a 401(k) to an IRA, converting a traditional IRA to a Roth IRA, and planning how your IRA accounts will be distributed to loved ones or charity upon your demise requires understanding the federal laws on qualified retirement accounts and knowledge of financial economics. The tax advantage of Roth IRAs must be calculated based on your current income, life expectancy, and other factors, and individuals must weight the cost of paying taxes on withdrawal from a traditional IRA or 401(k) to place assets in a Roth IRA and get tax-free income for life as well as estate tax benefits to heirs.
Income Tax

Investment Management
I have partnered with Trustmont Group for 13 years because they have allowed me the freedom to build and manage my practice on my own terms, while providing the support, tools and resources needed to best serve my clients. Trustmont has provided direct support for the ever-changing compliance arena and guidance in portfolio management and product knowledge. They are committed to meeting the client needs of each financial advisor, while being equally committed to my value as an independent financial advisor. Their personal attention to my success has made building my business a rewarding process. I am very thankful for my affiliation with Trustmont Group!
Mutual Funds
Trustmont Group provides registered representatives and investment advisors with the tools and products needed to advise and create individualized long term financial strategies. Offering a suite of products including; annuities, mutual funds, alternative investments, college savings, CDs, stocks, bonds, and insurance, Trustmont provides the opportunity to focus on each client's individual goals, enabling them to achieve their financial objectives.
Bonds
Wealth Management
Slick TV ads often make financial planning and wealth management sound simple, but it’s usually not. Managing wealth requires knowing a lot about highly technical topics, like taxes, government regulations, and finance as well as history, psychology and how to communicate with loved ones about sensitive issues. This article highlights some of the knowledge needed to manage wealth and why it’s often so daunting without the help of an independent personal financial advisor who is familiar with your situation.

Accounting Services
Payroll Services

Financial Planning
Trusts, prenuptial agreements, insurance, and qualified retirement accounts must be structured to protect your children, spouse, and other loved ones from losing control of assets you give them when you die. That’s a routine part of the new landscape of financial planning for modern families
Retirement Planning
Annuities
Asset Management

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