Trust and Wealth Management
Your Retirement Objectives
How long will I live after I retire? Will my resources last as long as I do? How much will healthcare cost? Do I have the right mix of tax-deferred and taxable savings? How do I decide which account to draw income from? Even for affluent individuals, these can be very real and pressing concerns.
THSB Trust staff can assist with issues dealing with bequest and tax planning, and other key strategies to help guide you as you prepare for retirement. We are pleased to meet with you and show you how to bring new-found confidence to your retirement plan.
- Family matters
- Health Care
- Inheritance and wealth transfer
- Up to date tax strategies
- IRS planning
Investment vehicles made available through The Terre Haute Savings Bank Trust Department are:
- Not deposits or other obligations of, or guaranteed by Terre Haute Savings Bank
- Not insured by the FDIC
- Subject to investment risks, including possible loss of principal.