Retirement Plans & Planning
Every day you probably spend at least a minute or two dreaming of what you’ll do in retirement. But how much time have you spent putting together a plan to make that dream a reality? My Bank has experts who can help. We’ll take the time to get to know you, understanding your current situation and your long-term goals. Then we’ll show you how–and when– you can get where you want to go.
Quickly grow your retirement account by paying taxes at disbursement.
Pay taxes now and then never again. Roth IRAs grow tax-free.
Punch in your numbers and see where you stand. Our calculators can bring your financial picture into focus.
Our Wealth Advisors can also provide retirement plans for your employees, helping them secure their future. We can assist plan sponsors as consultants or as brokers
Need more support?
Our advisors are here to help you, answer your questions or schedule a free consultation.
Do you know the difference between traditional and Roth IRAs? My Bank can help you decide which is right for you.
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Not sure about the best option for you? We can help! Give us a call today to discuss these and other options that can help you plan for the future.
First United Wealth Management products and services: i) are not deposits or other obligations of, nor are they guaranteed by, First United Bank & Trust or it’s affiliates, ii) are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United State or by First United Bank & Trust or it’s affiliates; and iii) are subject to investment risks, including the possible loss of value.