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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.
July 2025
Second Quarter 2025
June 2025
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?
May 2025
With trade and broader President Trump 2.0 policies, particularly on the tariff front, producing mixed messages, uncertain potential economic outcomes and growth fears, the S&P 500 had its worst quarter since the third quarter of 2022. (April 8, 2025)
March 2025
February 2025
January 2025
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.
December 2024
November 2024