Recognized as one of Worth Magazine's Top 100 Wealth Advisors since 1996

 
Our purpose is to serve as your reliable, responsive and trusted advisor - an objective, central source of knowledge and guidance as you make some of life's most important decisions. Investment management is central to our clients' investment success.  Regions Morgan Keegan Trust uses open architecture which employs a detail manager selection process utilizing an extremely wide array of asset classes and alternative investments all based on the client's needs, objectives and risk tolerance.  In addition to our investment resources, our skills cover:
 
  • Full Investment Monitoring & Asset Allocation Analysis
  • Fiduciary & Trust Services
  • Private Finance & Banking
  • Foundation & Endowment Services
  • Full Custodial Services
  • Bill Payment & Accounting of all Receipts and Disbursements
  • Corporate Retirement Plan Solutions & Employee Education
  • Real Estate & Timberland Management
  • Performance Measurements

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

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