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3/30/2023

Life changes? Update your estate plan

https://www.ubt.com/learning-center/blogs/life-changes-update-your-estate-plan

Your estate plan shouldn’t be a static document — it needs to change as your life changes.

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Personal
Retirement
Estate Planning
Estate Management
In Retirement

12/18/2018

Why Work a Couple Extra Years?

https://www.ubt.com/learning-center/blogs/why-work-couple-extra-years

Take a look at why working into your retirement years may have a positive impact on your overall well-being.

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Personal
Investing
Retirement
Approaching Retirement

9/20/2018

Know Your Retirement Plan Investment Options

https://www.ubt.com/learning-center/guides/know-your-retirement-plan-investment-options

Within your retirement plan at Union Bank, your money is most likely invested in mutual funds. But just what is a mutual fund?

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Personal
Investing
Retirement
Mid-Career

4/12/2023

Create a road map for your estate plan

https://www.ubt.com/learning-center/guides/create-road-map-your-estate-plan

Consider creating a “road map” — an informal letter or other document that guides your family in understanding and executing your will.

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Personal
Retirement
Estate Planning
Mid-Career

4/17/2019

Roth 401(k) vs. Roth IRA: The Basics

https://www.ubt.com/learning-center/guides/roth-401k-vs-roth-ira-basics

Many people wonder if there is a difference between a Roth IRA and a Roth 401(k). The answer is yes. Here's how to understand them.

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Personal
Investing
Retirement
Early Years

9/27/2019

The fast track to successful student debt management

https://www.ubt.com/learning-center/guides/fast-track-successful-student-debt-management

Thinking about your student loan debt can be overwhelming, but know that you are not alone. Today, the total student loan debt in the U.S. is over $44 million.

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Personal
Managing Your Money
Building Credit
UNL

9/27/2019

How long will my retirement savings last?

https://www.ubt.com/how-long-will-my-retirement-savings-last

Calculate how long your retirement savings will last once you start withdrawing from your savings.

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Personal
Retirement

9/27/2019

Required Minimum Distribution (RMD) Calculator

https://www.ubt.com/required-minimum-distribution-rmd-calculator

The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution.

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Personal
Retirement

9/27/2019

Seth Davison

https://www.ubt.com/about/directory/seth-davison

If you’re in the Lincoln or York area, Seth looks forward to helping you with your ag lending needs.

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Ag Loan Officer

9/27/2019

Mike Zimmer

https://www.ubt.com/about/directory/mike-zimmer

Serving customers with Ag financing needs in Lincoln, NE; Syracuse, NE; Columbus, NE; and Logan, IA.

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Ag Loan Officer