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We take pride in developing ‘bridges’ or ‘plans’ that allow our clients to move from their present situation to their future financial goals.

Retirement Plan Services

An Individual Retirement Account (IRA) can be a great tool to help you fund your retirement, combining the benefits of tax deferral with potential interest compounding. Traditional Individual Retirement Accounts (IRAs) are among the most widely utilized retirement vehicles available today. They are ideally suited to individuals who wish to invest during their earning years, deferring the payment of income taxes until withdrawals from the account take place, typically during retirement.

Other variants of the IRA include the Roth IRA, SIMPLE IRA, and SEP IRA.

A Traditional IRA allows eligible individuals to make annual contributions up to $5,000 or 100% of compensation, whichever is less. Contributions may be tax deductible, depending on adjusted gross income, tax filing status, and participation in an employer-sponsored retirement plan. Individuals age 50 or over may make additional “catch-up,” contributions to their Traditional IRA of up to $1,000.

A Rollover IRA plan allows you to take control of the money you have in a former employer’s retirement plan. This type of retirement account is usually made after an individual leaves their job.

The Education IRA accumulates tax-deferred earnings to pay education expenses, which may be withdrawn tax-free. The account may be established for a child less than 18 years of age.

Simplified Employee Pension Plans is a tax-deferred retirement plan designed for self-employed individuals, independent contractors and small business owners seeking to create a retirement plan for themselves and/or to provide a valuable benefit for employees. Employer and employee contributions to the SEP plan are deductible as a business expense and receive tax-deferred growth. Contributions can be made up until the employer’s tax filing deadline, including extensions.

If you would like to learn more about these types of plans, please contact one of our Trust Officer’s by phone at (941) 493-3600 or by email.


Trusts & Estates

Ensuring your wealth fulfills
your goals of the future.

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Preparing you for tomorrow
on your terms.

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Growing your wealth and
making it work for you.

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