Resources Don’t Divorce Your Retirement Savings Divorce is hard. Even if it’s an amicable split, spouses must divide households and property, assets and liabilities. Learn some basic information about splitting retirement savings to avoid even more difficult financial situations.
Resources 5 Tips for IRA Rollovers Before jumping into requesting a distribution from your current plan or IRA, make sure you understand your options and the tax consequences to ensure you’re making the right move for your retirement saving and tax objectives.
Resources Required Minimum Distributions Required Minimum Distributions (RMDs) are minimum amounts that a retirement plan account owner must withdraw annually upon age 72.
Resources How to Reset Your Mainstar Trust Password Use this instructional video to help you reset your Mainstar Trust password.
Resources Introducing Online Credit Card Payments for Mainstar Account Fees Mainstar Trust now offers a quick, easy and secure way to pay your account fees online by Credit Card.
Resources Self-Directed IRAs Explained: Panel Discussion with Mainstar Trust While self-directed IRAs are fairly straightforward in function, there
Resources 2020 RMDs are Suspended | IRA Custodians | Mainstar Trust The Coronavirus Aid, Relief & Economic Security Act (CARES Act) waives the IRA accountholder responsibility for taking a RMD for 2020.
Resources 2019 Tax Filing Extension The IRS has extended the 2019 tax filing deadline as part of the Coronavirus tax relief. This extension also applies to the 2019 IRA contributions as well.
Resources COVID-19 Announcement Mainstar has activated its Pandemic Plan and is deploying a number of proactive business continuity protocols to ensure its ability to serve client needs.