White Papers

Perkins Coie Trust Company publishes white papers and provides links to other sources on timely topics, providing practical information that is important to our clients. Please contact us with any questions, as it relates to your individual circumstances, thank you.

• Retirement Location
• Individual Retirement Accounts
• Medicare Considerations
• Investing Considerations
• Social Security Considerations
• Tax Cuts and Jobs Act of 2017: Year-End Planning for Individuals
• Market Volatility
• Investing by Seniors
• Dividend Stocks
• Money Market Reforms
• Traditional vs. Roth 401k
• Creating a Financial Plan
• Realize Tax Savings with Impact – Charitable Remainder Trusts