Traditional IRA

Thinking about saving for retirement? A Traditional IRA lets your money grow tax deferred, meaning you won’t pay taxes until you start withdrawing. Talk with your tax advisor to see if a Traditional IRA is right for you and then we’ll help you get started. You can open an account by visiting one of our conveniently located branches.

  • Key Benefits
    • Your investment growth is tax-deferred
    • All your contributions are tax deductible
    • You can contribute up to $5,500 annually if you’re under age 50, and $6,500 annually from age 50 up to age 701/2 or until retirement
  • Disclosure
    Contributions in excess of IRS limit may be subject to IRS penalties

Calculate your retirement savings

How much do I need to fund my retirement?
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How much do I need to fund my retirement?

Are you saving enough for retirement? We can help you determine exactly how much you need to save to retire.

Traditional IRA or Roth IRA?
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Traditional IRA or Roth IRA?

Which is better for me, a Traditional IRA or a Roth IRA?

How long will my retirement savings last?
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How long will my retirement savings last?

We can help you determine how long retirement savings will last given a specified monthly income target.

How much can I spend each month in retirement?
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How much can I spend each month in retirement?

If you're already retired, or close to retirement, calculate how much you can withdraw from your savings to last through retirement.

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Trust and Estate Plannning
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Trust and Estate Plannning

We offer a wide range of trust and estate planning services to help you provide for your loved ones and minimize taxes.

Hallmark Capital Management Inc.
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Hallmark Capital Management Inc.

Are your investments working for you? Hallmark Capital can help you achieve your financial goals using its proven investment process.

Expert advice to guide you through retirement

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