Roth IRA

When you retire, you probably want to pay yourself – not Uncle Sam. By opening a Roth IRA, you’ll pay taxes up-front on your contributions so that when you’re ready to retire, all the money you saved goes into your pocket. Talk with your tax advisor to see if a Roth IRA is right for you and then we’ll help you get started. You can open an account by visiting one of our conveniently located branches.

  • Key Benefits
    • Your investment growth is tax deferred
    • You can contribute up to $5,500 annually if you’re under age 50, and $6,500 annually if you’re age 50 or over if you’re receiving compensation
    • Contributions can be made at any age and are not tax-deductible.

hidden text to fill headerCalculate your retirement savings

How much do I need to fund my retirement?
hidden text to fill headerRetirement Funding

How much do I need to fund my retirement?

Are you saving enough for retirement? We can help you determine exactly how much you need to save to retire.

Traditional IRA or Roth IRA?
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Traditional IRA or Roth IRA?

Which is better for me, a Traditional IRA or a Roth IRA?

How long will my retirement savings last?
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How long will my retirement savings last?

We can help you determine how long retirement savings will last given a specified monthly income target.

How much can I spend each month in retirement?
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How much can I spend each month in retirement?

If you're already retired, or close to retirement, calculate how much you can withdraw from your savings to last through retirement.

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Trust and Estate Plannning

We offer a wide range of trust and estate planning services to help you provide for your loved ones and minimize taxes.

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