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Planning for Retirement

Retirement used to be a relatively short period of time. Today, being retired for 20 or 30 years is not out of the question. You need a plan and we can help. No matter what stage you're in now, our retirement experts can sit down with you and map out a smart strategy. From stepping up your contributions, to making new investments and establishing an estate plan or trust, we work as your partner offering support and wisdom.

Tools from First American Bank & Trust:

  • Retirement Calculator
    How much will you need? Use this calculator to help you craft your retirement plan.
  • Traditional IRA
    Our investment experts can set up a Traditional IRA to give you the advantage of tax-deferred growth before retirement.
  • Roth IRA
    Talk to a First American advisor about opening or converting to a Roth IRA. If you qualify, you can invest toward your retirement with tax-free earnings, with potential tax-free withdrawals when you retire.
  • Retirement Planning
    Our customers know they can count on our support as they plan for their golden years. Our uniquely qualified team is prepared to tailor a smart plan to meet your specific needs.
  • Investment Agency Services
    When it comes to your investment options, it's critical to have a great team in place-a team with vision and wisdom to develop a strategy and stay with it to ensure that you make progress toward your financial goals. First American is that team.
  • Rewards Checking Account
    We believe that hard work should be rewarded. That's why we offer the Rewards Checking account. It pays a high level of interest on balances up to $25,000 if account requirements are met.

Financial Tips:

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