Retirement Planning Services

Landmark Bank and Landmark Investments offer 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

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. Landmark Bank and Landmark Investments 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. Landmark Bank and Landmark Investments can help you choose an IRA option.

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Retirement Plan Options

Retirement Plan Options

There may be options you have when it comes to your retirement plan, including transferring, “rolling over” or taking a distribution. Our team can help educate you on possible options and which may be best for you and your unique situation.

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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. Landmark Bank and Landmark Investments 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 Landmark Bank or Landmark Investments 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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Landmark Investments

* Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc., member SIPC/FINRA. View Raymond James' Privacy Notice.

Securities and Insurance products are: ♦ Not FDIC insured ♦ Subject to risk and may go down in value ♦ Not financial institution guaranteed ♦ Not a deposit ♦ Not insured by any federal government agency.

Landmark Bank and Landmark Investments are not registered broker-dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Landmark Bank Wealth Management

Investment products and services provided by Landmark Bank Wealth Management are not FDIC insured, not insured by any federal government agency, not a deposit or bank obligation, not financial institution guaranteed, subject to investment risk, including potential principal loss.

Learn more about our RETIREMENT Services

Investment Services
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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.

Meet Your 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.

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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