The Mainstar Trust team is excited to announce that our own Jean Meyer will be featured as a Special Guest and Panel Speaker at the upcoming Think Realty Conference & Expo, in Houston, March 24 - 25.

The IRA experts at Mainstar Trust provide five things to watch out for when filling out your 1099-R form.

Use this helpful guide from Mainstar Trust to help you with your vacation rental property investments and self-directed IRA.

The case of McNulty v. Commissioner provides a real-life example of what not to do with your IRA, a single-member LLC, and a tangible investment.

For 2022, almost all the limits will be rising, except for the IRA contribution limit. However, the compensation thresholds for IRAs are increasing, so you may qualify to take a bigger tax deduction for a traditional IRA contribution or to contribute to a Roth IRA if you couldn’t in previous years based on the income restrictions.

Health Savings Accounts (HSAs) were designed to help consumers pay for medical expenses not covered by their high deductible health insurance plans (HDHPs), but they can also be a tax-smart strategy for supplementing your retirement savings.

Being an angel investor has a certain cache. You’re sought after by entrepreneurs and assess the value of their ideas. You choose whether or not to invest, and how to make those investments

Don’t let the time slip away. Though each investment plan is individual, here are some tips to help you start investing in your 20s or adjust your investment strategies to fit your 30s.

Help yourself & your loved ones by selecting someone to give legal decision-making authority over your personal care & finances in case you become incapacitated.