Call upon Southeast National Bank's investment professionals to assist you in reviewing your retirement plan assets. These assets may include both your IRAs and your 401(k) plan assets.
If you are retiring or changing employment and are anticipating receiving a distribution of your 401(k) plan assets, we can assist you with rolling these funds into an IRA with Southeast National Bank.
- Professional, knowledgeable staff
- Personalized investment program designed to meet your needs
- Consolidate assets and streamline investments
- Coordinate distribution strategies to minimize taxes and maximize personal benefits