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Retirement Planning & 401(k) Rollovers

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Develop a Plan for Retirement

You work hard every day to provide for your family. You develop a plan for how to spend and save each month. But do you have a plan for how your money will work for you once you’re working days are over? Many people fear they will outlive their savings once they retire. In order to live how you want in retirement, you need to have a plan now so you can start saving effectively. American State Bank’s team is ready to help you develop the right strategy, so your retirement years are your best years.


Retirement Accounts

We offer a wide range of individual retirement accounts (IRAs) that allow you to save for the future. Some IRAs are designed around your savings, others are used to save for your child’s educational future. Our retirement account offerings include:

  • Traditional IRAs
  • Roth IRAs
  • Simple IRAs
  • SEP IRAs

401(k) Rollovers

401(k) accounts are among the most common ways our customers save for their retirement. We can handle your 401(k) rollover to a new IRA or another 401(k) account. If you have questions about how your 401(k) is managed, our team is ready to give you answers.

It’s never too soon to develop your retirement savings strategy. Our team of professionals can help you create the right plan so you don’t have to worry about your money disappearing as you enjoy your retirement.

Please be sure to speak to your representative to carefully consider the differences between your company retirement account and investment into an IRA. These factors include, but are not limited to changes to availability of funds, withdrawals, fund expenses, fees, and IRA required minimum distributions.

Financial Center Team

  • David Bemis

    David Bemis

    Financial Advisor, Marketing Manager

    Financial Center, Operations

    Osceola - Jeffreys Drive Office

    (641) 342-7116

    Contact Me
  • Dan Nielsen

    Dan Nielsen

    Financial Advisor, Market President

    Executive, Financial Center

    Winterset Office

    (515) 462-1704

    Contact Me
  • Maria Forgy

    Maria Forgy

    Financial Center Assistant

    Financial Center

    Winterset Office

    (515) 462-1704

    Contact Me

Disclaimers:

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value
  • Not a Bank Deposit
  • Not Guaranteed by any Government Agency

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. To residents of: AZ, CA, CO, FL, IA, KS, MN, MO, MS, NV, NE, OK, PA, TX.

Member FINRA/SIPC, Cambridge is not affiliated with American State Bank.

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Clients, please use the link below to set up or access to your Fidelity accounts:

https://investor.wealthscape.com/cir/investor-index.html?login