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RETIREMENT PLANNING
For you and your business
Most of us know the reasons why retirement planning is
important:
- A company needs a good retirement plan in order to recruit
and retain the best employees.
- Contributions can be tax deductible and earnings accumulate
tax-deferred.
- Average life expectancies continue to grow and we all will
need more money to last through our retirement years.
- Social Security benefits may not be adequate to provide for
a comfortable retirement.
What can Iowa State Bank do to help?
- We offer a full range of retirement plan services. We
administer all types of plans, from pension; profit sharing;
401(k); and ESOP plans.
- We work with your legal and financial advisors to ensure
that your company’s plan meets all legal and regulatory
requirements and are the best plan for your business.
- We will personalize an investment plan to help achieve your
goals. Decisions are made locally by the same people that come
to your business to meet with you and your employees and the
same people that you can call with your questions.
- As employees retire, we are happy to meet with them to
determine what option is best for them. We can help them
rollover their money into their own IRA if that is appropriate.
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