posted 03/28/11 | Wealth Management
You are likely aware individuals with traditional IRA accounts (pre-tax) can convert all or a portion of the pre-tax IRA account to a Roth Account. As a matter of fact, the income restrictions that limited who qualifies to convert traditional IRA accounts to Roth IRA accounts were lifted in 2010.
Read more...
posted 03/24/11 | Wealth Management
Enterprise Bank & Trust offers Missouri Low Income Housing Tax Credits (LIHTC) for purchase by our high net worth clients and prospects. The purchasers purchase the credits at a discount and then use it to offset their MO state tax liability.
Read more...
posted 01/25/11 | Wealth Management
All things considered, it’s been a pretty good run. Since bottoming out on March 9, 2009, the S&P 500 is up 91.2% through the close on January 14, 2011.
Read more...
posted 11/22/10 | Banking
Do you know you have a target on your back? To be more specific, a target on your business bank accounts? Cyber criminals are running rampant and targeting accounts of small to medium sized businesses, non –profits, and municipalities everywhere.
Read more...
posted 11/21/10 | Wealth Management
A set of tax provisions that are scheduled to expire at the end of this year will change the tax landscape for many investors who will need advice on how to adjust.
Read more...