Retirement Planning
What to Know About Roth IRA Conversions
Tax-advantage strategies like Roth IRA conversions can save money on income taxes during retirement but, there are some penalties to note.
September 27, 2023
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Taxes
5 Ways to Prepare Now for 2024’s Tax Season
2024 is coming up quickly. Here are five smart tax-saving strategies you can implement in your financial planning session.
September 26, 2023
Retirement Planning
3rd Quarter End of Year Financial Checklist
As 3rd quarter is wrapping up, it is time to refocus on your comprehensive financial review. Here is a checklist from Trajan Wealth to get started.
September 25, 2023
Investing
August 2023 Market Review
This August’s markets had some sobering reminders for investors. One of the most important? Given the size of the Chinese economy, further weakness could spill over to the world markets – adding to already slowing growth.
September 8, 2023
Estate Planning
Do Grandparents Make Good Parents?
When it comes to guardianship for your kids, who should you pick? Here are qualities to look for when selecting the right person for the role.
September 5, 2023
Salt Lake City
Top 7 Things to Know About Retiring in Salt Lake City
If you’re considering retiring in Salt Lake City, you’re not alone. Utah is becoming an increasingly popular place to move to, especially for those heading toward retirement. Before you make
August 30, 2023
Insurance
Creating Intergenerational Wealth Using Life Insurance
Intergenerational wealth, what’s their secret sauce? Surprisingly, there are numerous strategies available when managing your life insurance.
August 29, 2023
Taxes
New SECURE 2.0 Donor Advised Funds Updates for 2023
Did you know you can reduce your taxes while also giving back to your community? Read what rules apply when using a DAF.
August 28, 2023
News
Understanding How Credit Downgrades Can Impact a Country
Government credit ratings are like personal credit scores and they can turn sour. Here’s how the recent downgrade could it impact citizens in the US.
August 25, 2023
Video
Ahead of the Curve on Chinese Securities
The reason for sanctions on Chinese companies aim to reduce US investor capital to companies that may pose national security risks. We at Trajan Wealth take our role as fiduciaries very seriously and would never invest client capital in jurisdictions that have questionable property rights, and where unelected, autocratic regimes can arbitrarily apply laws.
August 21, 2023