The What Matters Most Podcast by My Bank First United Bank & Trust
We’re not just in the banking business; we’re in the people business. We deliver an uncommon commitment to service and solutions. That’s our vision, and it’s a path that satisfies our customers and fulfills our team members. We’re heading into the future with our eyes on service. We set ourselves apart by creating value—for you, our valued customers. This vision is what separates us from the rest. We are committed to helping people and making a difference. This is why we hope you say, it’s “my bank.”
The What Matters Most Podcast by My Bank First United Bank & Trust
What Matters Most - Tax Updates & Updates with Shane Small
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First United Bank & Trust
In this episode, we welcome Shane Small, VP & Senior Wealth Advisor at First United Bank & Trust, for a timely discussion on tax updates from the Wealth Management area. As the mid-year approaches, it's crucial to review your taxes and ensure you're on the right track. Shane shares valuable insights on changes in retirement accounts, including Required Minimum Distributions (RMDs), as well as capital gains requirements. Moreover, he highlights the importance of retirement planning and how individuals can effectively manage their income and tax burdens. Tune in to gain practical advice and expert tips to optimize your financial well-being.