Retirement Planning
Do you know how much you will need in retirement? Today there are many choices and increased flexibility when
it comes to Individual Retirement Accounts. Rely on our expertise to put you on the right path towards your
retirement dreams. We work with you to help build the foundation to support a comfortable retirement.
Since 1904, life expectancy in the United States has been steadily increasing. Those who are 65 years old today
are expected to live on average an additional 20 years, and we all want those years to be as financially
comfortable and stable as possible. Personal investments should make up part of a sound financial plan, an
Individual Retirement Account (IRA) is a great way to help plan for your future. Regardless of what type of IRA,
as long as the money stays in the IRA, earnings and capital gains grow tax-free*.
*Requirements must be met.
Traditional IRAs
Traditional IRAs have been popular for years, and for good reason. Clients can contribute up to a maximum contribution per taxpayer per year.
More Information
Talk to our Investment Officers to see what strategies you can benefit from.
Contact us at: (800) 400-7067
Non-deposit investment products and services are offered
through Sorrento Pacific Financial, LLC ("SPF"), a registered
broker-dealer (Member FINR/SIPC) and SEC Registered Investment Advisor.
Investment Representatives are registered through SPF. Fremont Bank
has contracted with SPF to make non-deposit investment products
and services available to bank clients. Products offered through
SPF are:
| Not FDIC Insured |
 |
Not Bank Guaranteed |
|
May Lose Value |
|
| Not Guaranteed
by any Government Agency |
|
Not a Bank Deposit |
|
|
