Iowa State Bank  

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 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 legal and financial advisors to ensure that your companies 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 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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