Retirement Services in Eastern Iowa

Retirement Planning Services

Your Retirement, Your Way

Retirement planning is more than just numbers; it's about realizing your goals with a personalized approach to reach them. Whether planning or enjoying retirement, FSB is ready to support you!

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Retirement Planning Solutions

Guiding you through every stage of your planning journey.

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Retirement Investment Planning

Tailored strategies that match your timeline and risk tolerance.

Key Benefits:

  • Strategies designed to maximize your retirement income

  • Advice on pensions, annuities, and social security

  • Ongoing maintenance to ensure your plan stays on-track


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Individual Retirement Accounts (IRAs)

Achieve your goals with a retirement account that offers several benefits.

Key Benefits:

  • Choose from Traditional, Roth, or SEP IRAs

  • Potential tax deductions on contributions

  • Contribution flexibility based on individual needs

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401k Rollovers in Marion, IA

IRA / 401(k) Options

Changing jobs? Seamlessly transition your retirement funds without losing key benefits.

Key Benefits:

  • Maintain tax-deferred status while rolling your funds over

  • Avoid early withdrawal penalties

  • Expert support through the rollover process