by Alpine Bank Staff | Dec 13, 2024 | Financial
Set up a charitable remainder trust A charitable remainder trust is a legal arrangement that involves donating assets to an irrevocable trust to benefit charity, while allowing you (or other beneficiaries you name) to receive annual income for life or for a designated...
by Alpine Bank Staff | Aug 13, 2024 | Financial
Rolling a 401(k) into a Roth IRA Rolling your 401(k) into a Roth IRA can be a strategic move for certain clients to optimize their retirement savings, but it requires a consultation with your financial advisor and your tax advisor to ensure you understand the tax...
by Alpine Bank Staff | Jul 24, 2024 | Bank News
Long-term investment planning Building wealth is a marathon, not a sprint. While the allure of get-rich-quick schemes may be tempting, true financial security comes from a well-defined, long-term investment plan. This plan takes advantage of the power of time and...
by Alpine Bank Staff | May 17, 2024 | Financial
In estate planning, ensuring your assets are distributed according to your wishes is paramount. Beneficiary designations, often overlooked yet essential components of this process, dictate who inherits your retirement accounts, life insurance policies, and other...
by Alpine Bank Staff | Aug 21, 2023 | Financial
The Three Most Pressing Fears in Retirement Planning The most significant fear most people have as they plan for their retirement is outliving their income. Though seven in ten workers say they have confidence in the planning they’ve done to live comfortably in...
