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IRA Services

Saving for retirement involves a thoughtful strategy over many years. At the Sanibel Captiva Trust Company, we recognize the importance of these investments and the lifelong effort made to acquire them. The Trust Company can assist you with your IRA strategy, such as meeting your annual income needs, aligning your retirement assets within an estate plan or assisting with rollover plans from a prior employer.

The Sanibel Captiva Trust Company will:

  • Develop a portfolio using our asset allocation strategies to achieve your goals
  • Communicate regularly with clients and all interested parties
  • Monitor and periodically review the trust portfolio and its administration
  • Address relevant tax matters
  • Actively address your needs as they arise

The Sanibel Captiva Trust Company Can Provide 
Guidance And Administration For:

  • Traditional IRAs
  • IRA Rollovers
  • Roth IRAs
  • Inherited IRAs
  • SEPs
  • Required Minimum Distribution (RMD) annual calculations
  • Changes in IRA Regulations
  • IRA tax planning and charitable gifts
  • Coordination with your other investment accounts

IRA Rollover Disclosures