Retirement Planning is a life long process that should begin early in a career and continue into retirement years. Our services assist individuals and businesses throughout this process. We have years of experience guiding clients on how their investments should be structured through various life stages. In this process, it is important to maintain a long-term perspective, balancing risks and rewards while managing your assets in a tax-efficient manner.
For Individuals we offer the following services to help maximize your retirement benefits:
- Traditional IRAs
- Roth IRAs
- IRA Rollovers
- Investment Management Accounts
- Mutual Fund Accounts
The Adirondack Trust Company provides products and services that help employers offer quality retirement plans. These services can help attract and retain valuable employees.
For Employers we offer:
- Simple IRA
- Simplified Employee Pension IRA (SEP)
- Profit Sharing Plans
- Defined Benefit Pension Plans
- 401-k Plans
For additional information or to arrange an appointment to discuss your situation please call Alicia Butler at 518-584-5844 (x) 2311 or email us.
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Investment Products are:
NOT A DEPOSIT * NOT FDIC INSURED * NOT GUARANTEED BY THE BANK * NOT INSURED BY ANY GOVERNMENT AGENCY * MAY GO DOWN IN VALUE