Managed IRAs
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Meet the Team“At the core of our holistic retirement planning process is the individual. We look at all the different pieces of the client’s financial life – their overall situation and their unique needs and goals – and how they fit together. From our perspective, there is no other way than to be holistic in our planning approach.” – Tom McGrath, CFP – VP, Trust Advisor Wealth Management Solutions Team
How do you envision your retirement?
Do you plan to travel the world or spend more time with family? Would you like to start a business or go back to school? Or perhaps you’d like to give back to your community by joining the board of directors at your favorite charity?
Preparing for Tomorrow, Today
Rising health care costs, longer life expectancies, the uncertainty of Social Security, changes in corporate retirement plans – the realities of retirement today making planning for your future more important than ever. A BSNB Wealth Management advisor can help you take a comprehensive approach to retirement planning. Based on a clear understanding of your situation – your immediate needs as well as your long-term goals – your advisor will work with you to develop a holistic retirement strategy, helping you understand and manage the key risks that can affect your plans.
Having a Complete Picture is Key
Where are your retirement savings? A comprehensive retirement plan requires a holistic view of all your assets. If you’re like most people, you probably have multiple retirement accounts – IRAs you may have opened over the years or funds left in the corporate retirement plans of former employers. Together, these assets may represent a significant sum. Consolidating your eligible retirement accounts into a Rollover IRA at BSNB can help you take control of your retirement savings and preserve your tax advantages. Your assets and any earnings continue to benefit from tax-deferred growth potential; what’s more, you can streamline the management of your assets and obtain access to a broader range of investment options, including stocks, bonds, exchange traded funds, and mutual funds. Your BSNB advisor can help ensure that these assets are part of your overall financial strategy, one that is reflective of your current financial situation and long-term retirement goals.
A Local Team of Specialists
Our team of investment specialists takes a disciplined approach to customizing an investment strategy aimed at growing and preserving your wealth. We provide ongoing advice and supervision of your investments, so you can feel confident knowing that we are focused on your needs and objectives.
You will benefit from the following specialized attention:
- A comprehensive review of tax consequences upon rollover
- Active management of your investments to stay in line with your financial strategy, while minimizing risk and maximizing returns
- Minimum distributions calculations and requirements, once retired
- Because we serve in a fiduciary capacity, we are legally obligated to act in your best interest
Turn to BSNB
Within each phase of your life, our focus is to help you pursue your short- and long-term financial goals while being mindful of the opportunities and challenges that may arise. You will work with a talented team of professionals with decades of experience who are dedicated to providing an exceptional level of service and professionalism. When you need more than a bank, our Wealth Management team is a trusted partner. Whether you’re looking for guidance on long-term investing, planning for retirement, or securing your legacy, turn to BSNB.
| No Bank Guarantee | Not FDIC Insured | Not a Deposit |
| Not Insured By Any Federal Government Agency | May Lose Value including Loss of Principal | |