IRAs: Traditional, Roth and Rollover
For many people, retirement planning begins with an IRA. For those with an employer-sponsored retirement program, an IRA affords additional reassurance that retirement will be free from financial worries. We can also help you transfer your retirement funds from a 401(k), an Employee Stock Ownership Plan, or other employer-sponsored retirement plan into a Rollover IRA. This offers several advantages including confidentiality, additional investment choices, and the convenience of a local custodian rather than a distant plan administrator. Additionally, your retirement account maintains its tax-deferred status when it is rolled directly into an IRA.
Whether your retirement is imminent or years away, we can assist you. We will take into account your entire financial picture including current assets and debts, anticipated expenses, pension and Social Security benefits and health care costs, as well as your goals and expectations. Our expertise can be invaluable, and our guidance is always unbiased, with your best interests as our sole objective.
For a variety of helpful tools to assist with your retirement planning, visit the Retirement section of the Calculators page.
Products are not a deposit or other obligation of, or guaranteed by, the bank or any of its affiliates. They are not insured by the FDIC/NCUSIF or any other agency of the United States, the bank, or any of its affiliates. There is investment risk including the possible loss of value.