Security National Bank offers a wide variety of investment options to suit your needs. Whether you want to make your own Self-Directed investment decisions, or have Security National Bank manage your portfolio for you with a Managed Account, we can help you meet your financial goals. 

 

Self-Directed - Build your retirement savings and get tax benefits 

An individual retirement account is an easy way to save for retirement. You get to choose the investments you want, your earnings can grow tax-deferred and withdrawals you take at retirement may be tax-free.  

 

Not FDIC insured. May go down in value. Not financial institution guaranteed.  Not a deposit. Not insured by any federal government agency. 

 

Traditional IRA 

A traditional IRA is a great way to build your retirement nest egg while enjoying tax benefits. You won?t pay tax on your earnings until you make withdrawals, and your contributions may be tax-deductible. This could be the right choice for you if you are under 70½ and have earned income. 

 

Roth IRA 

With a Roth IRA, your contributions aren?t tax-deductible ? but your earnings grow tax-deferred and withdrawals can be made tax-free. Unlike a traditional IRA, you don?t have to make annual withdrawals at a certain age. This could be the right choice for you if you expect to be in a higher tax bracket in the future. 

 

Rollover IRA 

If you have assets in an old employer-sponsored retirement plan, it?s easy to move them into a Rollover IRA. You keep the tax benefits and get to choose how your money is invested. This could be the right choice for you if you?ve changed jobs or retired. 

 

Inherited IRA 

If you?re the beneficiary of an IRA, opening an inherited IRA will preserve the tax-deferred status of the account. This could be the right choice for you if you don?t have an immediate need for the cash and you want to avoid taxes that would be due if you were to take the assets as a lump sum. 

 

Custodial IRA 

A custodial IRA makes it possible to set up a retirement account for a minor so that he or she can benefit from tax-free or tax-deferred growth. Custodial IRAs require that an adult be named as custodian of the account until the minor reaches the age when he or she can take control of the assets.  

 

Managed Accounts - Get personalized investment guidance 

Managing a complex portfolio is a challenging, ongoing task. With Managed Accounts at Security National Bank, investment professionals help you choose investment strategies to meet your goals. 

 

Our Financial Consultants work with you to: 

 

1. Map out your plan.  

2. Put your plan into action.  

3. Stay on track toward your goals.  

Security National Bank Investment Advantages 

 

Flexible  

Institutional  

Monitor and Update  

 

For more information, contact the Wealth Management Division at  

(712) 277-6586 or (800) 475-4468