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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.
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.
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?
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.
The Social Security Administration has announced an 2.5% benefit increase for 2025, based upon inflation for the twelve months ending September 30, 2024.
The SECURE Act 2.0 established an even bigger 401(k) catch-up for those who are 60, 61, 62, and 63, a bonus contribution of $3,750. The change takes effect in 2025.
Q4 2024
Q3 2024
Plan for the future, but don't forget the here and now.
Q2 2024
9/20/23
9/21/23
This article focuses on the key changes related to surviving spouses and their inherited retirement accounts.
The SECURE 2.0 Act addresses concerns about overfunding 529 plans and offers a flexible way to expedite savings for eligible beneficiaries.
4/17/23
11/8/22