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8/31/2023

IRS Issues Two-Year Roth Catch-Up Contribution Relief

https://www.ubt.com/learning-center/blogs/irs-issues-two-year-roth-catch-contribution-relief

The IRS has issued Notice 2023-62, providing relief in connection with the SECURE 2.0 requirements around catch-up contributions for higher-paid participants.

Business
Retirement
Retirement Plan Sponsor

9/29/2023

Smarter in September: Smarter Decluttering

https://www.ubt.com/learning-center/videos/smarter-september-smarter-decluttering

Join us for a senior relocation pro’s practical tips and inspiration to send you sorting through your belongings and undergoing your own rightsizing journey.

Personal

10/6/2023

John Sutera, Wealth Management

https://www.ubt.com/john-sutera-wealth-management

John Sutera, Senior Wealth Advisor for Union Bank & Trust in Omaha, takes a personal approach to serving clients. So much so, many of them consider him family.

Personal
Wealth Management

11/16/2023

Weighing the pros and cons of dividends

https://www.ubt.com/learning-center/blogs/weighing-pros-and-cons-dividends

Our expert has parsed out the advantages of both dividends and non-dividend-paying stock so that you’re well-educated when you’re presented with options.

Investing
Markets

5/1/2024

A living will is an important addition to your overall estate plan

https://www.ubt.com/learning-center/blogs/living-will-important-addition-your-overall-estate-plan

A living will specifies what should occur and who should make medical decisions if you become seriously ill and unable to make decisions for yourself.

Personal
Estate Planning

1/9/2023

Tune Up Your Smartphone Photography

https://www.ubt.com/learning-center/videos/tune-your-smartphone-photography

Tune in and learn how to optimize your smartphone’s camera to capture all the year’s highlights.

Personal
Journey

1/23/2023

Tune Up Your Indoor Workouts

https://www.ubt.com/learning-center/videos/tune-your-indoor-workouts

Staying active in the winter can be a challenge. Sam Dolezal covers the "whys" and "what's" of workouts and how to set up working out from home safely.