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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