IRA Rollover Accounts
We recognize the importance of investing a lump-sum distribution from a retirement plan. For most individuals, it represents the most money that person will ever invest at one time. Managing a sum of this size is a serious undertaking. We offer two approaches for managing these important assets when they are placed in a Rollover IRA.
If you feel comfortable making investment decisions on your own, we will simply invest your Rollover IRA per your instructions. We will execute your buy and sell decisions at low trading costs, collect and reinvest dividend and interest income, and provide you with complete records of all activity in your account.
If you prefer, we stand ready to manage your Rollover IRA on your behalf. One of our trust and investment officers will meet with you to design an investment strategy according to your risk tolerance and goals. Once the plan is created, we will manage your account within the parameters that you have established.
Please note that Securities and Investment Products:
- Are Not insured by the FDIC or any other federal government agency
- Are Not deposits of or guaranteed by CNB&T or any of its affiliates
- May Lose Value
IRA Rollovers Guide
Want to learn more about consolidating your assets? Download our IRA Rollovers guide for more info.
Retirement Planning with IRA
IRAs can play an important role in your retirement planning. Learn why below.
Wealth Management Resources
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