IRA & SEP
Trust Services
Our Trust Services Department will be happy to help you establish a self-directed IRA, traditional or Roth. You may also transfer funds from an existing IRA or Qualified Retirement Plan, such as a 401(k) or 403(b).
With a self-directed IRA your funds may be invested in a variety of private investments including real estate, corporate stock, private partnerships and loans. Certain restrictions apply.
Your IRA account may also be "fee-free" from both start-up and annual administration charges under certain conditions.
Call or e-mail Jim Parker with your name and address to receive your IRA application and begin tax-deferred savings.