New Applications! We have recently updated our IRA and non-qualified applications. All applications submitted after Jan 1, 2025 must have a 1/25 effective date. These are available in our forms section.
News & Information
2025 Representative Newsletter
2025 Representative Newsletter View the newsletter here for important information and updates!
Buying Real Property With IRA Funds
The latest newsletter from MAREI (Mid-America Association of Real Estate Investors) contains an article by Jenny Heiman, SVP, at CNB Custody explaining how to invest in real estate with IRA funds. This article has helpful information on how to invest and real-life examples of purchasing real estate with IRA funds. You can read the entire…
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