Currently, nothing seems more difficult than receiving a dependable stream of tax-advantaged income. Low interest rates, high taxes, and market volatility are a few of the many challenges facing today’s investors.Learn More
Unlike any other profession, the performance of financial services professionals is quantifiable. At Mutual Trust, we believe that if you are a growth oriented investor you should demand results.Learn More
We begin each and every relationship by listening. We want to hear your needs for asset growth, income, liquidity, risk tolerance, and tax optimization.Learn More
Mutual Trust Company Of America Securities
Because You Deserve Excellence
Mutual Trust commits people, technology and innovative ideas to help make your dreams become a reality. When you choose a Mutual Trust representative, you're entering into a personal long-term relationship, which will endure throughout good markets and despite bad. We take the time to thoroughly understanding who you are, how you think and what matters most to you. We believe that combining our experience with your priorities is the key to protecting you and your vision of the future.
For more than 36 years Mutual Trust has helped investors achieve their financial goals. No matter how challenging market conditions may be Mutual Trust has a solution. Our single purpose is to help you successfully achieve your financial goals.
Social Security: Maximizing Your Social Security Benefits
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Earnings season can move markets. What is it and why is it important?
There are things about Social Security that might surprise you.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn how to harness the power of compound interest for your investments.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What are your options for investing in emerging markets?
It's easy to let investments accumulate like the junk in a junk drawer.