Washington Trust Wealth Management

With 2025 upon us, there are five IRS cost-of-living adjustments for retirement plans that could impact your financial strategy. Here’s what you need to know: ▶️ https://ow.ly/Em6k50UIIa2 _______________ What we value is you.® #WashTrustWealth #TaxPlanning #Taxes #IRS #Retirement

The holiday season is the perfect time to share your wealth with loved ones through gifting. Here’s what you need to know to stay off the IRS’ naughty list while doing it: ▶️ https://ow.ly/EfHs50Uuy57 _______________ What we value is you.™ #WashTrustWealth

The year-end clock is ticking, and the decisions you make before December 31 can significantly impact your financial future. Here are five questions to ask your wealth advisor to avoid a financial hangover in the new year. ▶️ https://ow.ly/BJ2H50UmHGw _______________ What we value is you.™ #WashTrustWealth #PersonalFinances #TaxPlanning #IRA #RMD

Is your portfolio tax character well balanced for retirement? By holding a diversified mix of tax-deferred, tax-free, and tax-advantaged accounts, you give yourself important flexibility and control over your retirement income and keep your tax burden manageable. Here’s what you need to know. ▶️ https://ow.ly/M2TL50Ue4TS ___________________ What we value is you.™ #WashTrustWealth #FinancialPlanning #TaxPlanning #HSA #RothIRA #TraditionalIRA #401k #Retirement

With the sunsetting of the Tax Cuts and Jobs Act (TCJA) looming in 2025, it's an ideal time to review your wealth strategy to take advantage of lower tax brackets while you can: ▶️ https://ow.ly/u6O950U2BeU ___________________ What we value is you.™ #WashTrustWealth #FinancialPlanning #Taxes #TaxPlanning #Retirement

Moderating inflation and the start of a Fed funds easing cycle, so what does that mean for investors? ▶️ https://ow.ly/JzCz50TSTxG ___________________ What we value is you.™ #WashTrustWealth #EconomicOutlook #FinancialMarket

When you experience life events that affect your finances, it’s important to discuss them with your wealth manager so that together you can decide whether to bring in a tax expert to take advantage of tax planning opportunities … before it’s too late. ▶️ https://ow.ly/3y6Q50TNZku ___________________ What we value is you.™ #WashTrustWealth #FinancialPlanning #Taxes #TaxPlanning

Washington Trust Wealth Management cordially invites you and a guest for cocktails and hors d’oeuvres at "After the Bell at Washington Trust". An afternoon designed exclusively for professional advisors, featuring a Financial Market Outlook presented by Peter R. Phillips, CFA®, CAIA. Senior Vice President & Chief Investment Officer Washington Trust Wealth Management. Thursday, October 24, 2024 5:00-6:30 pm Washington Trust, 236 County Road, Barrington, RI Please R.S.V.P. to Michael Eadie at mteadie@washtrust.com by October 18th. ▶️ www.washtrustwealth.com ___________________ What we value is you.™ #WashTrustWealth #AftertheBell

Washington Trust Wealth Management cordially invites you and a guest for cocktails and hors d’oeuvres at "After the Bell at Washington Trust". An afternoon designed exclusively for professional advisors, featuring a Financial Market Outlook presented by Peter R. Phillips, CFA®, CAIA. Senior Vice President & Chief Investment Officer Washington Trust Wealth Management. Thursday, October 24, 2024 5:00-6:30 pm Washington Trust, 236 County Road, Barrington, RI Please R.S.V.P. to Michael Eadie at mteadie@washtrust.com by October 18th. ▶️ www.washtrustwealth.com ___________________ What we value is you.™ #WashTrustWealth #AftertheBell

Charitable giving isn’t just about making a donation or getting a tax break; it’s about transforming lives—including yours. When you give, you reap physical, emotional, and social rewards that go far beyond the value of the gift itself: ▶️ https://ow.ly/iq3A50TCGkw ___________________ What we value is you.™ #WashTrustWealth #FinancialPlanning #Retirement #CharitableGiving