Quarterly Perspectives - 4th Quarter 2024

01/29/2025
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The Potential Benefits of Roth IRAs for Children

11/30/2022
Most teenagers probably aren't thinking about saving for retirement, buying a home, or even paying for college when they start their first jobs. Yet a first job can present an ideal opportunity to explain how a Roth IRA can become a valuable savings tool in the pursuit of future goals.

Donor-Advised Funds Combine Charitable Impact with Tax Benefits

11/30/2022
Donor-Advised Funds (DAF) Combine Charitable Impact with Tax Benefits. Learn more about DAFs and how they impact your financial planning.

Year-End 2022 Tax Tips

11/30/2022
As the 2022 comes to an end, here are eight things to consider as you weigh potential tax moves before the end of the year.

Pension Plan Limits for Tax Year 2023

11/08/2022
The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2023.

Tax Forms

10/19/2022
As an INTRUST Bank customer, you may receive one or more of the following tax documents related to your accounts.

Quarterly Perspectives - Third Quarter 2022

09/28/2022
Entering the fourth quarter of 2022, there are several historical trends we can use to provide perspective on current events. Our third quarter perspectives look at contributors to headline inflation, yield-to-worst across fixed income sectors, international markets vs. U.S., and S&P 500 index average returns following midterm elections.