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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Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

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