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Planning for Retirement

Bank of Ann Arbor helps prepare tasty nest eggs.

How? By steady and disciplined investing by our experienced money managers.

Our money experts have an average of 25 years of experience in investments and retirement planning. Whether you need to provide for your own retirement or help your employees plan their own, our team of professionals can help map out a good financial route.


The need to maximize your retirement savings is crucial. Statistics consistently show individuals are not saving enough to meet their retirement income goals.

Retirement Plan Rollovers

Changing jobs or new to the area? One of the fastest ways to accumulate wealth is in a company-sponsored 401(k) retirement plan. When changing employers, you should review all the options in order to avoid unnecessary tax consequences related to moving your retirement monies. A Rollover IRA is often the best option to keep your funds growing and tax deferred. Our retirement planning experts can help you evaluate what is good for your future.

Some things to consider when looking at a rollover of assets into an IRA:

• Do you have the time or desire to manage the assets yourself?
• Has your former company's 401(k) investment performance met your expectations?
• Are you looking for professional money management of individual securities?
• Are you going to be immediately employed and does your new employer's plan offer an attractive array of investment choices?
• Are you currently well diversified?

Individual Retirement Accounts

An Individual Retirement Account, or IRA, is another common retirement saving tool. Our retirement experts will help you explore the range of IRAs (SIMPLE, SEP, Roth, etc.), features, and tax benefits to select what is best for you.

Trust & Estate Planning

An appropriate trust may also be a crucial part of a well designed retirement plan. We offer a full range of trusts to meet the needs of business owners and individuals.

Call at 734-662-4910 or e-mail us today for an appointment to learn how we can help.


Many local businesses take advantage Bank of Ann Arbor's full array of retirement plan and cash management services. Our plans feature no minimum size, no hidden fees, competitive pricing, and excellent personal service from some of the most experienced professionals in town. Look over the list that follows to see how our team might help your business grow. Then contact Eric Helber by or call(734)327-1127

• Consulting services
• 401(k)/Defined Contribution Plans - daily valuation, traditional or start-up plans through us, your attorney or brand-name providers.
• Defined Benefit Plans
• Keogh plans
• Customized Investment Management or access to a broad choice of brand-name mutual funds
• Record keeping and plan testing
• Use of prototype plans drafted by your attorney
• Enrollment and education meetings
• Municipal and Not-for-profit Cash Management

Learn more.