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.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
At what point can you call a personal vehicle commercial?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How will you weather the ups and downs of the business cycle?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations? Here are three tips.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A bucket plan can help you be better prepared for a comfortable retirement.