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Trajan’s 2024 Donation Drive
Join Trajan Wealth in donating to the Sojourner Center this December. You’ll make the holidays brighter for survivors of domestic abuse. Click to read more for their wish list.
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
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Retirement Planning
Is The Backdoor Roth IRA Conversion Strategy Over?
As part of the Build Back Better Bill approved in November 2021, changes are coming to the rules for using a backdoor Roth IRA conversion. If you are considering a
December 27, 2021
Retirement Planning
Changes to RMDs in 2022: What You Need to Know
There are changes to Required Minimum Distributions (RMDs) that you need to be aware of for 2022. RMD ages have changed and now the RMD tables are changing along with
December 27, 2021
Education
Keeping Your Data Secure in a Digital World
Between unregulated social media, scammers, and unsecured websites, our systems are not always set up to protect you and your personal data. With the sharing of personal information – sometimes
December 26, 2021
Estate Planning
Is It Time to Create a Living Trust?
You already know that planning your financial future is a vital part of creating a comfortable, sustainable life. But how do you know exactly when to take what steps? Creating
December 10, 2021
Taxes
End of 2021 Tax Planning: Scenarios That May Impact You
By becoming familiar with certain deductions and rules, you may be able to avoid costly tax-related mistakes. Here’s what you need to know for the end of 2021 tax planning
December 3, 2021
Saving
Four Simple Tips To Reach Your Financial Goals in 2022
Whether you’re happy with your current financial situation or wish to improve it, now is a great time to set financial goals for 2022. Here are four simple tips to
December 3, 2021