Retirement

Simplify your retirement planning. Instead of managing multiple retirement accounts, you can make life easier by consolidating them into one.

Traditional IRA:

  • Contributions may be tax deductible
  • Earnings grow tax-deferred
  • Full range of investment options available
  • Distributions are generally taxable

The 2018 maximum contribution for a traditional IRA is $5,500 or $6,500 for those age 50 and older

Roth IRA:

  • Contributions made on a non-tax-deductible basis
  • Earnings grow tax-deferred
  • Full range of investment options available
  • No required minimum distribution rules

The 2018 contribution limit for a Roth IRA is $5,500 or $6,500 for those age 50 and older

Want to know more about our trust and financial services? Contact a Trust and Financial Services professional today.