There are many tax and savings benefits to making contributions to a Traditional, Roth, or SEP IRA. Please refer to the following information to check your eligibility limits for making a contribution: Contribution Eligibility Information To make a contribution to an IRA with CNB follow these simple steps:  If you do not already have an…
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Did you know you can move funds from your 401k to an IRA? This process is called a direct rollover and does not apply to the one rollover per year rule. Funds may be rolled over from as many 401ks to IRAs as you would like in one year. This is a great way to…
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There are several advantages to using CNB as your custodian of choice, however, one that is often overlooked is the ability to hold multiple types of assets within the same account, thereby saving money, time, and paperwork. CNB is able to custody a wide variety of investments including REITs, Business Development Companies, Interval Funds, Limited…
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Do you currently have several IRAs held with separate IRA custodians? All of these IRAs could be costing you unnecessary fees. Combining your existing IRAs into one IRA at CNB will eliminate all the separate IRA fees, simplify future paperwork, allow you to view all investments on one statement, and give you the ability to contact…
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CNB charges one low annual base fee regardless of the number of investments in the IRA or the total value of those investments. Transaction and asset holding fees may apply depending on the type of investments, so call us today for a quote on your fees and to confirm that the investments can be held by…
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