Resources

A collection of resources to help you on your financial journey.

Financial Resource Center

The Unified Trust Financial Resource Center gives you access to the tools you need to organize your financial life. You will find quick-read articles, comprehensive planning guides, interactive financial tools, animated presentations and much more! The Unified Trust Financial Resource Center provides a single source of financial information for all age groups.

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News

Want to know how to avoid costly mistakes in your workplace retirement plan? In this article by U.S. News & World Report, you'll learn 7 strategy tips to help avoid these mistakes.

Monika Hubbard, Institutional Retirement Consultant, spoke with U.S. News & World Report about looking at the big picture when managing your 401(k) in a recession.

With all the 401(k) rollover options available, it's hard to know what's best for your money. Senior Retirement Plan Consultant, Diana Jordan, spoke with PLANADVISER about Unified Trust's Managed Rollover Solution and the new Rollover Wizard.

Fiduciary Investment Advisor, Billy Lanter, discusses some limitations to the "Mega Backdoor Roth" and describes which type of taxpayer might be best suited to take advantage of this strategy.

Library

In the Unified Trust Library you will find a collection of white papers and articles on a variety of financial issues relevant to today's investor.

Podcasts

In the sea of sameness set yourself apart and say something different. In an industry full of copycat products and similar solutions (albeit with different color schemes and logos affixed to the top of the proposals and marketing materials) consider offering something uncommon….. real value.

People have that “what if” moment, realizing that if only they had started planning for retirement when they were 20, it could have made a much larger impact on their financial security as they near retirement.

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Whether you have a question you'd like us to answer or a brilliant idea you're ready to share, the team at Unified Trust is here to listen.