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American Funds and Trusts, Inc.

3030 S. Main Street Suite #100
Salt Lake City, UT 84115

Phone:

801-466-8701

Fax:

801-466-8780

E-mail:

amfunds58@aol.com

Pixel art bald eagle flying with prey

It doesn`t happen Over Night,

It does happen Over Time!

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck