Retirement Planning Services

Landmark Bank offers a wide array of retirement accounts and planning services, including traditional IRAs, Roth IRAs, 401(k)s and more.

Helping You Plan for a Comfortable Retirement

Creating a solid retirement plan early in life can make it easier to reach your financial goals in the future. The investment advisors at Landmark Bank can help you develop a solid retirement plan, so you can enjoy your golden years stress-free. We offer a variety of retirement accounts, from traditional IRAs to Solo 401(k)s. Let Landmark Bank’s investment advisors help you create a personalized plan for a comfortable retirement.
 
Our menu of retirement planning accounts includes:
 

Traditional IRAs

Traditional IRAs

A traditional individual retirement account (IRA) directs pre-tax income (if you’re eligible) toward investments that can grow tax-deferred until you withdraw the funds in retirement. A Landmark Bank investment advisor can help you choose an IRA option.

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Roth IRAs

Roth IRAs

If you’re looking for a tax-free way to grow your retirement portfolio outside of your company-sponsored 401(k) plan, a Roth IRA may be a good fit for you. A Landmark Bank investment advisor can help you choose an IRA option.

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Rollover IRAs

Rollover IRAs

Most IRA rollovers occur when people switch jobs or desire to transfer retirement assets to an IRA with more favorable benefits. A Landmark Bank investment advisor can assist you in rolling your IRA into a new account that fits your needs.

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SEP IRAs

SEP IRAs

A SEP IRA helps business owners and self-employed individuals contribute up to 25% of your earnings toward retirement savings. A Landmark Bank investment advisor can help you choose an IRA option.

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Solo 401(k) and Solo Roth 401(k) for the self-employed

Solo 401(k) and Solo Roth 401(k) for the self-employed

These 401(k)s offer self-employed individuals a way to save for retirement with tax-deductible or after-tax contributions. Talk to a Landmark Bank investment advisor to learn more.

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Retirement Plans for Business

Retirement Plans for Business

Employers competing for the best employees can offer retirement plans as a recruiting incentive and a tool for building long-term employee loyalty. Learn more about our retirement solutions for business owners.

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*Insurance products and services are not FDIC insured, not insured by any federal government agency, not a deposit or bank obligation, not financial institution guaranteed, subject to risk, including potential principal loss.

Learn more about our investment Services

Meet Our Team
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Meet Our Team

When navigating the complex world of personal finances, it is important to have someone to lean on for help and advice.

Retirement Planning
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Investment Services

Landmark Bank offers a variety of investment services and products, including stocks, bonds, CDs, mutual funds and annuities to help you plan for the future.

Estate Planning
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Estate Planning

Our team offers comprehensive estate planning services and wealth management services to ensure your assets are distributed according to your wishes.

1-800-618-5503 Call seven days a week from 7:00am to 7:00pm 
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