Individual Retirement Accounts

Retiring? Making a career change? If you will be receiving dollars from a retirement plan sponsored by your former employer, let PlantersFIRST help you avoid unnecessary taxes and penalties by rolling those dollars into an Individual Retirement Account.

If you are currently saving for your retirement, take advantage of the new, higher contribution limits for Traditional and Roth IRAs. You may qualify to contribute up to $3,500 per year. IRAs still offer tax advantages for most contributors.*

As a small business owener, consider the SEP or SIMPLE IRA plan as a way to provide retirement savings for yourself and your employees.*

* Consult your tax advisor

Please contact any of our branches if interested in opening this type of account.