Retirement
Trusted Individual Retirement Account (IRA) & Roth IRA
As your tax-deferred IRA starts to approach $100,000, it may be time to talk with us. We can fully diversify your Individual Retirement Account investment to help improve the return. You get the peace of mind of having a professional helping you provide for your retirement years.
Employee Benefit Plans
Summit Bank & Trust has a team of experts who specialize in retirement plans. We focus on producing superior results while allowing participants access to the top investment managers in the industry.
In our capacity as plan administrator, we provide recordkeeping and investment services. In addition, as plan administrator we provide state-of-the-art internet access and reporting to participants. Whether the plan is Defined Benefit or Defined Contribution, we have the expertise to work with you.
Plan Types
- 401(k) Plans
- Simplified Employee Pensions - SEP
- Simple IRA, IRA Rollovers and Roth IRA
- Profit Sharing Plans
- Money Purchase Plans
With Benefits Such As
- Deductions Now, then years of tax-free wealth building
- Long-Term Focused Investing
- Daily Valuations
- Professional Plan Administration and ongoing counseling
Contact the Wealth Management Group at Summit Bank & Trust by calling 303.460.4700.
* Not FDIC Insured. No Bank Guarantee. May Lose Value.