Knowledge Center

Country Club Trust  /  Knowledge Center

Categories

The information contained within our Articles Library does not constitute legal, tax or investment advice by Country Club Trust Company. For legal, tax or investment advice, the services of a competent professional person or professional organization should be sought.

roth-ira-conversions-may-2025

Roth IRA Conversions

IRAs are an important part of retirement security. Converting a traditional IRA to a Roth IRA is a major life decision – what is best for you?

how-to-solve-the-trusteeship-puzzle-january-2025

How to Solve the Trusteeship Puzzle

More and more affluent families are turning to trust-based solutions for family wealth and inheritance management. However, a trust plan is only as good as its trustee. Have you been asked to serve as trustee, perhaps for a parent’s trust? Do you plan to ask your child to be your trustee?

critical-questions-in-planning-for-incapacity-january-2025

Critical Questions in Planning for Incapacity

What must one do upon an unfortunate medical diagnosis that suggests one will lose mental and physical abilities in the near term? Areas that need addressing are wills, health care preferences, long-term care preferences and substituted decision-making.

retirement-plan-changes-in-2025-january-2025

Retirement Plan Changes in 2025

Some of the changes to retirement plans made by the SECURE Act 2.0 had delayed fuses on them and are only now going into effect.

estate-planning-for-your-digital-assets-may-2024

Estate Planning for your Digital Assets

Q2 2024

taxes-on-home-sales-may-2024

Taxes on Home Sales

Q2 2024

how-to-handle-an-inherited-ira-may-2024

How to Handle an Inherited IRA

Q2 2024

your-social-security-benefit-start-date-may-2024

Your Social Security Benefit Start Date

Q2 2024

sustaining-multigenerational-business-success-november-2022

Sustaining Multigenerational Business Success

11/8/22

1 Ward Parkway • Kansas City, MO 64112 • 816-751-4200

Investment products are:

• NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE

Country Club Trust Company (CCTC) is a division of First National Bank of Omaha (FNBO). CCTC does not provide legal or tax advice. For legal and/or tax advice, the services of a competent professional person or professional organization should be sought. Please also note that CCTC does not serve in a fiduciary capacity regarding all services provided such as with respect to custodial services or referrals.

© 2025 First National Bank of Omaha (FNBO). All Rights Reserved.

FNBO is an Equal Opportunity Employer