IRA Accounts

The right trustee can make all the difference to your IRA, especially after retirement. Security Trust & Investments can help you manage, protect, and control all of your assets under the umbrella of your estate. This includes individual retirement accounts (IRAs). Security Trust & Investments’s experienced advisors understand the complexities of:

• Understanding how to invest tax deferred assets
• Creating the beneficiary designation that protects your family
• Knowing when to start taking distributions from your IRA
• Providing the reports needed to file tax returns

Security Trust & Investments works with your employer to help select appropriate rollover options in which to invest and manage your assets. As your trustee, we help in making IRS-required distributions and distributing IRA assets to your heirs according to your wishes. We can also help you invest your tax-deferred IRA appropriately. Working in conjunction with other taxable pools of money, we can maximize your fund performance. Our goal is greater security for you and your family.

We’re pleased to work with you to determine what IRA options best meet your needs.