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IRAs & Retirement Accounts

IRA Management & Rollovers are another retirement essential. Our experts can help you set up or transfer an IRA account in a manner that works to your greatest advantage. By serving as custodian of your self-directed IRA, we will execute your investment instructions as well as provide record keeping and administrative support. On the other hand, as Trustee of your IRA, we will make the investment decisions on your behalf while providing record keeping and administrative support.

Qualified Retirement Plans can play a key role in your future when managed with experience and knowledge. Border Capital Bank serves as custodian or trustee of retirement plans for numerous professional organizations, businesses and individuals. Let us help you with Profit-Sharing Plans, 401(k) Plans, Money Purchase Pension Plans, or SEP-IRA Retirement Accounts.