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Individual Retirement Accounts (IRAs) play an important role for each of us during our retirement years. Whatever your situation may be — planning for the future, consolidating multiple 401(k)s or making changes in your career — UMB has an IRA product available to suit your retirement needs.
At UMB Private Wealth Management we understand the importance of legacy and retirement planning—not just for today, but for the protection of family and loved ones in the years ahead. That’s why we offer the UMB Individual Retirement Trust, a unique estate planning option that incorporates the benefits of an individual retirement account (IRA) with the control and security of a trust.
With UMB’s Individual Retirement Trust, you can gain the long-term control indicative of a trust while still benefitting from the simplicity and savings advantages of an individual retirement account.
Contact us today at 800.545.6101 or email us to learn more about the types of IRAs and trusts and how they can protect you and your family.
Not FDIC Insured • No Bank Guarantee • May Lose Value
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