Individual Retirement Accounts (IRAs)

Individual Retirement Accounts (IRAs) are an excellent savings vehicle to set aside tax advantaged funds for retirement. Accounts may grow tax-deferred or tax-free and may provide some liquidity without penalty. Whether you choose a regular or Roth IRA, The Investor Group at TheBANK can help you determine contribution levels and build an appropriate investment portfolio. Many clients aren't aware of the portability of these investments; we routinely consolidate multiple IRAs into one convenient account.

If I already have a 401(k) plan, why would I open an IRA?

Once my funds are in an IRA, how easily can they be accessed?