**qualified withdrawals: have had Roth IRA for five years and one additional qualification (over age 59 1/2, disability, death, or qualified first-time home purchase (up to $10,000/life))
Headquartered in La Crosse, Wis., Trust Point Inc. is one of the oldest and largest independent trust companies in the nation. For more than four generations, Trust Point Inc. has provided individuals, families, businesses, and other organizations with a full range of financial-related services including personal trust, investment management, retirement plan, and philanthropic services. It currently serves clients in 38 states and several foreign countries.
As a Community First Bank customer, you can easily access the expertise of Trust Point Inc. to help you determine which type of trusts match your estate planning goals. There are many options — such as Revocable Living Trusts, Charitable Remainder Trusts, Special Needs Trusts, and Marital and Family Trusts — and a list of decisions to make regardless of which options you decide to explore. To begin the process, simply contact a Personal Banker at Community First Bank and ask about trust services. He or she will put you in touch with the appropriate individual.