Secure Login About Contact Us Personal Business Nonprofits & Institutions Team Financial Guidance Through Every Stage of Life The most important part of having a local partner's help in administering your investments and trusts is having someone there who really knows you, to talk through choices as your life and the investment environment evolves. Our Kansas City team of trust professionals makes decisions based on what's best for our clients and our community. As the largest trust organization based solely in the Kansas City region, we strive to do the right thing, the right way, the first time. We serve as corporate trustee, personal representative and executor, and handle a number of institutional accounts including corporate retirement plans, foundations, and endowments. Knowledge Center Month in Review – October Equities, particularly those on the domestic front, bounced back strongly post a difficult September. A View from the Tower – Third Quarter, 2021 The primary storyline remained focused on COVID-19, the Delta variant in particular, on both the health and financial fronts. That being said, during the quarter, the following were some key coronavirus-specific related items... Tax Currents It is a common charge in some quarters that the Tax Cuts and Jobs Act of 2017 was a “giveaway to the rich.” Steve Forbes begs to differ, and he has the numbers to prove it. Get a Handle on your Retirement Every day, roughly 10,000 Americans must decide whether they have achieved sufficient financial independence, enough to be able to leave the paid workforce. Retirement Plan Limits for 2021 To make it possible for voluntary retirement savings to keep up with inflation, the various numerical limits embedded within qualified retirement plans are indexed for inflation. View More Affiliates Country Club Bank Capital Markets Group Asset Management Group, Inc. Tower Wealth Managers CC Capital Advisors The Capital Corporation Wheatland Advisors Business Escrows Investment Accounts Pension/Profit Sharing Plans Qualified Settlement Trusts Rabbi Trusts SEP Plans Personal Estate Settlement Financial Planning Investment Management Trust Services Nonprofits & Institutions Team About Us Contact Us Publications Site Map Privacy Notice Website Accessibility Statement Website Terms of Use Beneficial Ownership Rule ® 2021 Country Club Trust, All Rights Reserved 1 Ward Parkway • Kansas City, MO 64112 • 816-751-4200 Trust and Investment Services: • Are not insured by the FDIC or any other federal government agency. • Are not deposits of, nor guaranteed by, the Trust Company or any Trust Company Affiliate. • May lose value.