Retirement

 

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We will help you find the retirement plan that meets your investment needs.

Whether you are opening an Individual Retirement Account (IRA), making an annual contribution or consolidating retirement accounts into a trust, Park State Bank & Trust can help you find solutions for handling your retirement investments. By choosing Park State Bank & Trust as your retirement partner, you have the support of one of the most respected asset managers in the country.

Taking into consideration your investment objectives, we can offer a number of alternatives designed to meet your particular retirement goals.

Park State Bank & Trust provides fiduciary and personalized asset management capabilities to meet your IRA Rollover Trust requirements. Our portfolio management services give you peace of mind with day-to-day management of your assets. We will work closely with you to create an investment strategy to meet your retirement goals.

Rollover Trusts:
Investors with substantial IRA accounts at other institutions can consolidate those accounts into a Rollover Trust.

Private Banking IRA:
If you want an IRA through our banking services, we offer CDs and Premium Money Market Deposit Accounts that are FDIC-insured.

Self-Directed IRA:
A Self-Directed IRA is ideal for those individuals comfortable with making their own investment decisions.

Traditional vs. Roth:
As you compare your options, keep in mind that although Traditional and Roth IRAs are both tax-deferred, there are significant differences between them.

The Park State Bank & Trust Difference
In an ever-changing business and legal environment, your relationship manager and supporting team understand your financial goals and are committed to providing you with the best solutions for your needs. No matter which investment alternative you select, you receive the quality service that has been the standard of Park State Bank & Trust.