Retirement

We will help you create a personalized plan that supports your goals for retirement. We also serve as Trustee for your Individual Retirement Account (IRA), which means we’ll act responsibly as a fiduciary for you and your beneficiaries.

Retirement Account Options:

  • Traditional IRA - Invest before-tax dollars and pay taxes on withdrawals.
  • ROTH IRA - Invest after-tax dollars and take withdrawals tax free.
  • Inherited IRA - Understand your distribution options and the requirements involved.
  • Rollover IRA - Consolidate your accounts to make your plan more efficient and easier to manage.  
Managing Your Wealth Accounts:

Fiduciary-Duties-Retirement  

Full Fiduciary Responsibility
This includes, investment management, tax reporting, and distribution.

Portfolio-Rebalancing-Retirement  

Portfolio Rebalancing
This will help to maintain your asset allocation and maximize the likelihood of reaching your goals.   

 

Discover the CNTF difference.

The financial advisors of Canandaigua National Trust Company of Florida (CNTF) offer trust and estate services, investment management solutions, IRAs, and fiduciary services to Greater Sarasota and Florida West Gulf Coast communities. 


This material is provided for general information purposes only. Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. Investments are not FDIC insured, not bank deposits, not obligations of, or guaranteed by, Canandaigua National Bank & Trust or any of its affiliates, including Canandaigua National Trust Company of Florida. Investments are subject to investment risks, including possible loss of principal amount invested. Past performance is not indicative of future investment results. Before making any investment decision, please contact your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.

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