LeTort Trust Foundation donated $25,000 to the Bethesda Mission Community Center as its first charitable contribution under the new name.

Harrisburg, PA April 10, 2024- LeTort Trust Foundation, formerly known as the Atgooth Foundation, proudly donated $25,000 to support phase two of the Bethesda Mission Community Center expansion project. Having supported phase one of the expansion with an initial donation of $25,000 in 2016, we were thrilled to witness the profound impact it had on… Read more

IRA and Retirement Plan Limits for 2024

WASHINGTON — The Internal Revenue Service announced today that the amount individuals can contribute to their 401(k) plans in 2024 has increased to $23,000, up from $22,500 for 2023.The IRS today also issued technical guidance regarding all of the cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2024… Read more

LeTort Trust announces the renaming of the Atgooth Foundation to the LeTort Trust Foundation

Mechanicsburg, PA, (March 6, 2024)- This was a move intended to better align the business success with its charitable giving, LeTort Trust proudly announces the official name change of its charitable foundation from Atgooth Foundation to the LeTort Trust Foundation. The Atgooth Foundation was originally founded in 2011 as the charitable arm of LeTort Trust…. Read more

LeTort Trust Announces the Appointment of Aimee Hultzapple as Communications Manager

Mechanicsburg, PA (January 23, 2024) – LeTort Trust is pleased to announce the recent appointment of Aimee Hultzapple as Communications Manager. Aimee is responsible for overseeing the strategic planning of all our internal and external communications, including client communications, press releases, website administration, and the maintenance of the Financial Literacy program. She plays a key… Read more

LeTort Trust Announces the Appointments of Tya Rumbel and Katrina Douglas

Camp Hill, PA (September 7, 2023) – LeTort Trust is pleased to announce growth to our Operations Team through the recent additions of Tya Rumbel as Operations Specialist and Katrina Douglas as Client Concierge. Tya provides support to the Personal Trust department, focusing on essential functions such as client bill pay, distributions, and compiling documentation… Read more

IRS announces administrative transition period for new Roth catch up requirement; catch-up contributions still permitted after 2023

Washington (August 25, 2023) – Today, the Internal Revenue Service announced an administrative transition period that extends until 2026 the new requirement that any catch-up contributions made by higher‑income participants in 401(k) and similar retirement plans must be designated as after-tax Roth contributions. At the same time, the IRS also clarified that plan participants who… Read more

Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules

The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on changes established by the original Setting Every Community Up for Retirement Enhancement Act (SECURE 1.0) enacted in 2019. SECURE 2.0 includes significant changes to the rules that apply to required minimum distributions from IRAs and employer retirement plans…. Read more

LeTort Trust Assists Hampden Township Police Department with Backpack Project 2022

Camp Hill, PA (August 23, 2022) – LeTort Trust was delighted to assist our friends at the Hampden Township Police Department with Backpack Project 2022 which will help get essential school supplies to students in need. Detective Redifer with the police department started this project, knowing first-hand, how important it is for kids to feel… Read more

Phyllis Harmon Selected for Tribute to Women of Excellence Class of 2022

Previous Next The YWCA Greater Harrisburg has announced their nominations for the 33rd Annual Tribute to Women of Excellence, Class of 2022, including LeTort’s Chief Operating Officer & Director of Wealth Management, Phyllis Harmon. Phyllis is passionate about helping our clients, a mentor to our staff, and dedicated to giving back to our community. She… Read more

Saving for College and Retirement

What is it? These days it’s not uncommon for parents to postpone starting a family until both spouses are settled in their marriage and careers, often well into their 30s and 40s. Though this financial security can be an advantage, it can also present a dilemma–the need to save for college and retirement at the… Read more

Error: Contact form not found.