Retirement Planning

Retirement is a time of new adventure—a time to be active, traveling, volunteering and consulting. Begin planning your adventure today. It takes a well-crafted plan. It takes commitment. It takes know-how. At United Investment Services, we take into account your personal circumstances. And we design an overall investment strategy to help you achieve your financial goals. 


Rollover IRA

Changing jobs? About to retire? A rollover IRA allows you to move funds from a qualified retirement plan such as a pension plan, profit sharing plan or 401(k), into an IRA that allows for continued, tax-free accumulation of earnings.

Roth IRA and Traditional IRA

An IRA is more flexible than a 401(k) and other retirement plans because you can invest it in almost whatever you want, from stocks and mutual funds to bonds and real estate. Your United Bank & Trust financial advisor will advise you on which type will work best with your existing retirement plan.


Withdrawals and Distribution Planning

When the time comes to begin making withdrawals from your retirement savings, United Bank & Trust financial advisors can help you take a distribution and avoid owing taxes to Uncle Sam. Every step of the way, we know you’ll have questions. And we have solutions.   

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