Mississippi Business Journal » Ike Trotter

TROTTER: Social security claiming strategies

Ike Trotter — Fri, 17 May 2013 20:51:14 +0000

Today almost half of those filing for Social Security benefits do so at age 62, the earliest age to which the law makes eligible. Some choose to delay benefits and postpone using their retirement savings as an income source. Others apply out of necessity; their financial situation leaves them little choice. Weighing everything involved, what [...]

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TROTTER: Estate and financial planning fundamentals

Ross Reily — Fri, 10 May 2013 19:26:17 +0000

For this column, we will discuss those areas of estate and financial planning for the age group I will refer as “age 50 and older.” Obviously, we’re dealing with a wide age span for people in this group that pairs those of the World War II generation along with the Baby Boomer generation that followed [...]

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TROTTER: Spenders and savers are linked by asset conservation

Ike Trotter — Fri, 03 May 2013 20:44:18 +0000

For this article, we will discuss those areas of estate and financial planning for the age group I will refer as “age 50 and older.” Obviously, we’re dealing with a wide age span for people in this group that pairs those of the World War II generation along with the Baby Boomer generation that followed [...]

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TROTTER: Dealing with the issues of debt

Ike Trotter — Fri, 29 Mar 2013 14:53:09 +0000

A couple of years back, an article in Business Week caught my attention by stating that older Americans -those identified as 55 and over, are filing for bankruptcy at a faster rate than the general population today. Even more surprising in this category would be the inclusion of those raised during the Depression and World [...]

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Where is the Dow Jones headed?

Ike Trotter — Fri, 22 Mar 2013 20:00:14 +0000

Next stop, 15,000? As the Dow Jones Industrial Average settled at a new all-time high of 14,253.77 on March 5, the psychological lift on Wall Street was undeniable — the market was finally back to where it was in 2007. Or was it? 1 For many, the Dow “is” the stock market, and the stock [...]

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Putting your tax refund to work

Ike Trotter — Fri, 08 Mar 2013 14:23:46 +0000

According to a recent TD Ameritrade poll, 47 percent of U.S. taxpayers expect a refund this year. The important question to ask is: What do they plan to do with the money? The answers may surprise you. While 15 percent of the survey respondents indicated they would spend their refunds on discretionary purchases, 47 percent [...]

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Why it is wise to diversify

Ike Trotter — Fri, 22 Feb 2013 06:01:24 +0000

Most all of us know of friends and neighbors who try and “chase returns” with the stock market today. Throw in to that mix day traders and others who are constantly hunting for the next hot stock, endlessly refreshing browser windows in search for breaking news and tips from assorted gurus. Is that the path [...]

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A nice tax surprise for April

Ike Trotter — Sat, 09 Feb 2013 00:39:28 +0000

Anytime I write about financial products that are also offered through my practice, I run the risk with this column of taking what some may view as unfair advantage of promoting products I also happen to write. While I think my many years of writing a financial column has dispelled this notion, I am sensitive [...]

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Social Security claiming strategies

Ike Trotter — Sat, 15 Dec 2012 00:36:45 +0000

According to current data, roughly half of retirees claim Social Security benefits today by age 62 –or as soon as they become eligible. And while some people delay benefits and postpone using their retirement savings as an income source, far more today apply out of necessity; their financial situation leaving them little in the way [...]

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Trotter gives presentation

MBJ Staff — Mon, 15 Oct 2012 06:01:07 +0000

Greenville financial advisor Ike S. Trotter, CLU, ChFC, was a featured speaker recently at the 2012 Career Conference and Annual Meeting of the National Association of Insurance and Financial Advisors held in Las Vegas, Nev. It drew more than 2,500 agents from across the U.S. Trotter’s presentation was titled “Nuts and Bolts Estate Planning — [...]

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