Retirement planning with professional guidance and custodial support
Custodial IRAs provide a tax-advantaged way to save for retirement while working with an investment professional. Required custodial oversight helps support your long-term retirement goals.
Move retirement savings from a former employer's retirement plan into an IRA while maintaining a tax-advantaged way to save for the future.
Manage retirement assets inherited from a family member with guidance to help navigate distribution requirements and planning decisions.
Hold certain real estate investments within an IRA with the custodial support and administration required for these specialized accounts.
Not sure how IRAs fit into your retirement planning or which option applies to your situation?
A conversation can help clarify next steps and provide direction.
Non-deposit investment products are not insured by FDIC, not a deposit or other obligation of, or guaranteed by United Bank & Trust., and may be subject to investment risk, including possible loss of the principal amount invested.
Routing Number: 073922843
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