Citizens Trust & Investments

Newsletters

Year-End 2021 Tax Tips

This article outlines various tax-related financial moves to consider before the end of the calendar year.
Following the Inflation Debate

See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
Company Stock and Your Retirement Strategy

This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
HOT TOPIC: Social Security’s Uncertain Future: What You Should Know

This article explores demographic trends that are dimming Social Security’s financial outlook and proposals to address the looming shortfall.

Savings Accumulation

Estimate the future value of your current savings.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.