Individual Retirement Accounts (IRAs)
An Individual Retirement Account (IRA) provides a tax-advantaged way to save for retirement while supporting your long-term financial goals. Whether you're saving on your own, supplementing an employer-sponsored plan, or rolling over retirement funds from a previous employer, an IRA can help you prepare for what's ahead.
When an IRA May Be a Good Fit
- Saving for retirement outside of an employer-sponsored plan
- Supplementing a 401(k) or other workplace retirement account
- Consolidating or rolling over retirement savings from a previous employer
- Taking a steady, long-term approach to retirement planning
What Working with SBT Looks Like
An IRA is opened in your name and funded through contributions, transfers, or rollovers, subject to annual IRS limits and eligibility requirements.
- Tax-advantaged retirement savings options1
- Flexible solutions designed around your retirement goals
- Opportunity to supplement other retirement savings accounts
- Support from local bankers to help you understand your options
Questions about IRAs?
A conversation with our team can help you understand the different Individual Retirement Account options available and how they may fit into your overall retirement and financial planning goals.
1Contact your tax professional regarding deductibility.
