Retirement Planning

We can help guide you every step of the way.

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 2021 maximum contribution for a Traditional IRA is $6,000 or $7,000 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 2020 contribution limit for a Roth IRA is $6,000 or $7,000 for those age 50 and older

The 2021 contribution limit for a Roth IRA is $6,000 or $7,000 for those age 50 and older

Want to know more about our trust and wealth management services? Contact a Trust and Wealth Management professional today.