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1/20/2022

New life expectancy tables affect RMDs

https://www.ubt.com/learning-center/blogs/new-life-expectancy-tables-affect-rmds

On January 1, 2022 new life expectancy tables went into effect, impacting Traditional IRAs and Inherited IRAs subject to RMDs and Life Expectancy Payments.

Personal
Retirement
Trusts

3/16/2023

7 steps to savvy financial planning

https://www.ubt.com/learning-center/blogs/7-steps-savvy-financial-planning

Learn how financial planning can help you be efficient with your money to reach your financial goals and build a better retirement savings.

Personal
Managing Your Money
Financial Planning

5/5/2020

Managed Account Solutions

https://www.ubt.com/managed-account-solutions

Personal

6/10/2019

Church Financing Calculator

https://www.ubt.com/business/loans-lines-credit/church-lending/church-financing-calculator

Union Bank’s loan calculator is a tool to help churches and nonprofits evaluate financing options. UBT specializes in lending to organizations.

Business
Church Loans

4/15/2024

Donor-Advised Funds

https://www.ubt.com/donor-advised-funds

Learn more about donor-advised funds through UBT, powered by Lincoln Community Foundation.

Personal
Wealth Management

8/16/2019

Starting a Family

https://www.ubt.com/goals/starting-family

Take a closer look at the true financial impact of having a child.

Personal
Managing Your Money

9/30/2019

Lockbox Services

https://www.ubt.com/business/treasury-management/lockbox-services

Improve efficiency and liquidity by leveraging payment processing pros to receive, deposit, and report on your business checks using our Lockbox Services.

Business

3/23/2022

MoneyBetter Podcast

https://www.ubt.com/learning-center/podcasts/moneybetter-podcast

Listen to MoneyBetter to hear authentic conversations about making financial decisions that are right for you.

Personal
MoneyBetter
Financial Literacy

3/27/2020

Here for You

https://www.ubt.com/hereforyou

UBT is here to support customers who may be affected by the federal government shutdown. Read on for information on available resources.

Personal