Your Individual Retirement Account (IRA) plays a very important role in your financial security after retirement. Properly managed, your IRA can contribute greatly to a comfortable lifestyle for you and your family.
FNBLG can help you manage your IRA investments by working with you to accurately identify your retirement goals, your desired lifestyle, risk tolerance, and your available resources. We can work with your legal and tax advisors to help you minimize taxes by correctly timing your IRA withdrawals and properly writing your IRA beneficiary designation.
- Convenient to set up
- Professional investment advice
- Coordinate with overall retirement strategy
- Properly structure beneficiary designation and withdrawals
To get started, FNBLG can assist you with a direct Trustee-to-Trustee transfer from your existing IRA or retirement plan and help you move toward realizing your retirement goals. Please feel free to contact us to discuss how you might benefit from the use of our IRA Rollover Account Services.
LEGAL, INVESTMENT AND TAX NOTICE: This information is not intended to be and should not be treated as legal advice, investment advice or tax advice. You should under no circumstances rely upon this information as a substitute for obtaining specific legal or tax advice from your own legal or tax advisers.
NOT FDIC INSURED
MAY GO DOWN IN VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED BY THE STATE NOR THE BANK