Check out our top blog posts from December 2022! Click the links below to read any of the articles you may have missed:

What Does A Fiduciary Do?
A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit, not your own. In a fiduciary relationship, the person who must prioritize their clients’ interests over their own is called the fiduciary.
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The Advantages of Naming A Trust Company
Finding a trusted partner that you and your family can rely upon for years is no small task. Our trust services are broad-based, effective, and can serve your family for generations.
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The Risks of Having Cryptocurrency in Your Retirement Portfolio: What Recent Events Have Taught Us
Greater government regulation of the digital currency market is now expected by many, given recent developments. Such regulation could extend limits on such investments in qualified retirement plans.
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Did You Know…? IRA Contribution Age Limits Removed
According to the Internal Revenue Service (IRS), since 2020, there has been no age limit for regular contributions to traditional or Roth IRAs. If you are a 70+ retired saver, does it make sense for you to contribute at this point? The short answer is probably not, but an analysis of your financial situation could reveal otherwise.
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If you are a Legacy client and have questions, please do not hesitate to contact your Legacy advisor. If you are not a Legacy client and are interested in learning more about our approach to personalized wealth management, please contact us at 920.967.5020 or connect@lptrust.com.
This newsletter is provided for informational purposes only.
It is not intended as legal, accounting, or financial planning advice. The