Financial Advisory Services
Your Commerce Trust advisor can assist you in navigating the complexities of retirement planning and integrate your retirement savings program with your overall financial needs and goals. Your Commerce Trust advisor can help you address many issues, including:
Roth IRA as an Estate Planning Tool
The Roth IRA is not only one of the most significant developments in retirement planning in recent years, but it also can be an important part of your estate planning as well. Learn More >>
Love, Money, and Control: Basic Estate Planning for the Procrastinator
Estate planning has more to do with protecting loved ones than avoiding estate taxes. If you were no longer able to be in control of your family's financial well-being what would they do? Learn More >>
Charitable Remainder Trust: A Private Pension Plan Without
Contribution Limits
Your income may be well above average, but federal law, in effect, restricts you to an average-size 401(k) or other tax-qualified retirement plan account.
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Specialty Retirement Planning Services
When you're well-to-do, retirement planning involves much more than just making your funds last as long as you do. Learn More >>
What’s Your Business Worth?
Whether you're thinking of transitioning your business in the future or taking your last breath behind the CEO desk, every business owner needs or wants to know the value of the business they have diligently struggled to create.
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Disclosures:
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Mutual funds, annuities, and other investment products:
Not FDIC-insured May lose value No bank guarantee
