In observance of Labor Day, Fiduciary Trust's offices will be closed on Monday, September 6th. Enjoy a happy and healthy holiday weekend.
Fiduciary Trust International
News and Insights
Does it Make Sense to Convert to a Roth IRA?
The question about whether or not to convert a Traditional IRA to a Roth IRA has received much attention this year. Craig Richards, Director of Tax Services, discusses when it makes sense to convert a Traditional IRA to a Roth IRA.
August 2010
New Tax Filing Required for New York Resident Trusts
Although these trusts may have been exempt from New York State income taxation in the past, you may now be required to file resident trust income tax even if no tax is due.
August 2010
Wealth Transfer Options
The current rates used to value wealth transfers are near historic lows.
August 2010
Partner with Us
When you become a client of Fiduciary Trust, you benefit from dedicated, experienced professionals—a portfolio manager and experts in trust and estates and tax services—working together as a team to develop a wealth management strategy for your specific needs.
To set up an appointment or to learn more about Fiduciary Trust, please contact Luke Fowler in our New York headquarters at (866) 624-3834 or lfowler@ftci.com. You may also complete the information below and we will respond to you as soon as possible.
Fiduciary Trust's new capabilities brochure provides you with a comprehesive overview of our breadth and depth of wealth management services, our investment management philosophy and approach, and our firm's history and heritage.
Please complete the form below, and we will be happy to mail you a copy.
