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473 Broadway Saratoga Springs, NY 12866
Phone: 518-584-5844

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Retirement Planning


  • Will you ever be
    able to retire? 

     

    Try our new retirement
    Self-Assessment Calculator
    today
    to see how you’re doing.
     

    Visit: ATC Retirement 
    Calculator

     

    Hint: If you are unsure of
    the after-tax income you’ll
    need in retirement use 70%
    of your current gross annual
    income.

Retirement Planning

Investment products are offered through Adirondack Trust Investments, a division of The Adirondack Trust Company.

 

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
     

Getting Started


For additional information or to arrange an appointment to discuss your situation please call us at 518-584-5844 (x) 2311 or email us.

To receive our quarterly e-newsletter, "Options", please click here.

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