INB Wealth

Blending families comes with big life moments, and important financial decisions.

From combining assets to planning for the future, Tim and Sheila’s story is a reminder that having the right plan in place can make all the difference. INB Wealth is here to help you navigate every step with confidence.

Rollovers from Employer Retirement Savings Plans: Factors to Consider There are many factors to consider when deciding whether to roll over a distribution from a 401(k), 403(b), or governmental 457(b) plan1, and where yourrollover dollars should go if you decide to make a rollover. Always (1) ask about possible surrender charges that may be imposed byyour existing emp...

Happy 529 Day!

Think 529 plans are just for college? Think again. Save smarter and plan ahead with INB Wealth.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits, such as financial aid, scholarship funds and protection from creditors, not available through a 529 plan. Before investing in any state's 529 plan, investors should consult a tax advisor.