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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Tax Form Information
Tax Form Information Form 1099-R and 1099-NEC will be mailed out by January 31, 2025. Please allow several days for postal delivery. If that date changes, we will update this post or notify you. Anyone with e-statements will see a 1099 form posted online when available. Form 1099-INT and 1099-DIV will be mailed by February…
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CNB is able to hold cryptocurrency in IRAs!
View our cryptocurrency page here to learn more.