Taxes

• Tax Planning
  Sabal Trust provides expertise, guidance and administration of your Traditional, Roth, Inherited, Simple, SEP or Rollover IRA. We will help you with IRA tax planning and charitable gifts and ensure that your Required Minimum Distribution is completed. We will communicate with you regularly as we construct a portfolio using our asset allocation strategies to achieve your goals and coordinate your IRA with your other investments.
• Estate Taxes
• Tax Services
• Roth IRA
• Income Tax

Investment

• Investment Management
  If you are a member of the media, contact us to learn about Sabal Trust and the fiduciary and investment-planning services we provide.
• Mutual Funds
  A Prospectus is a formal document issued by a money manager, as required by regulation, which provides information about an investment vehicle such as a mutual fund.  It contains details about the fund’s performance, investment strategies, fees and management.  Sabal is providing these prospectuses to describe the money market/cash equivalent investment options that we offer to our clients.

Accounting

• Accounting Services
  As your corporate trustee, we are bound by the duty of impartiality, objectivity and confidentiality, which is critically important in sensitive family situations. We also provide a high level of expertise in safekeeping of assets, security transfers, accurate bookkeeping, and preparation of beneficiary accountings of trust transactions and asset valuations. Sabal Trust recognizes that every relationship is unique. Our commitment to you is to remain focused on your desires to ensure that your estate plan is fulfilled.
• Payroll Services

Planning

• Financial Planning
• Retirement Planning
  Saving for retirement takes careful management over many years. Sabal Trust recognizes the importance of these investments and the care taken to acquire them. Whether it is meeting annual income needs, fitting retirement assets into an estate plan or assisting with rollover plans from a prior employer, Sabal Trust can guide clients through the IRA process.
• Asset Management
  That’s why our investment team constructs portfolios utilizing customized investment strategies to achieve your personal goals and objectives. Through a consistent, ongoing process of monitoring and feedback, we assure adherence to the highest asset management and fiduciary standards.