IRA Counseling

When was the last time you reviewed your retirement account(s) and asset allocation? If the answer is “never” or “I don’t know,” you’re probably in need of a tune-up. Whether you already have a traditional or Roth IRA or not, we can help you determine if an IRA is a good retirement option for you. Our experienced Wealth Management team will review your IRA and/or 401(k) retirement plan assets and help you choose the best option to minimize taxes and maximize personal benefits.

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When to schedule retirement account counseling

Our professional, knowledgeable staff can help you navigate the following situations:

  • Getting ready to retire
  • Switching jobs
  • Want a plan overview to make sure your accounts are optimized
  • Just because!

Benefits of IRA Retirement Counseling with SENB Bank

  • Develop a personalized investment program designed to meet your target
  • Consolidate assets and streamline your investments to minimize cost and boost returns
  • Coordinate distribution and social security claiming strategies
  • We have a proven track record of helping people just like you in the Quad Cities and Stateline regions!

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Need Some Help?

We'd love to help you out. Just send us a message and our team will be in touch!

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