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Retirement Planning1

Individual Retirement Accounts (IRAs) to help you plan for the future

The retirement phase of life has increased significantly over the years as people are retiring earlier and living longer. How much money are you going to need to live comfortably? Will you have enough resources to create the experiences you dreamed of during your working years? Are you maximizing the available resources (Traditional IRA, Roth IRA, 401(k), 403(B), etc.) to build your nest egg?

The Retirement Benefits Team of WesBanco Trust and Investment Services can help you answer these questions. This team specializes in managing Individual Retirement Accounts (IRAs) and Employer Sponsored Retirement Plans (401(k), 403b, Defined Benefit Plans, etc.). With an average of 23 years of experience, the Retirement Benefits Team has the expertise to help you achieve your retirement goals.

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The Right Options For You.

Customized Retirement Planning and Investment Strategies

As a retirement services client of WesBanco, you will have a dedicated Retirement Specialist assigned to your account to provide personalized retirement planning services to you in your local community. In addition, a Portfolio Manager will be assigned to your account to focus on achieving your investment objectives. We make opening an IRA hassle free. Together, your dedicated Retirement Specialist and Portfolio manager will complete the transfer of assets from current IRAs and/or the rollover of assets (401(k) plans) from Employer Sponsored Retirement Plans and then customize an investment strategy to meet your goals and objectives.

Talk Retirement Planning

Whether you’re opening a new retirement account or interested in rolling over funds, our retirement planning services team can help you make sure you find the right IRA to save for the future. Find a Local Branch and stop by or set up an appointment today.

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