As part of your overall financial relationship with the Trust Division, we offer IRA services.

For IRAs with balances of $100,000 or more, this is a simple way to keep your retirement assets growing without interruption.  Individualized management also can be provided.

Expanded Investment Opportunities For Your Retirement Portfolio

A self-directed IRA allows you to make decisions and investments on behalf of your own retirement plan. Now you can diversify your pre-and post-retirement alternatives to include "non-traditional" investments and create an individualized portfolio tailored to your specific objectives, timeframe and risk tolerance.

Grand Bank & Trust of Florida is an IRA custodian authorized by the Internal Revenue Service to hold such investments.

Investment Options

Commercial Real Estate

Residential Real Estate

Vacation Property

Business Loans

Franchise Opportunities

To learn more about Self-Directed IRAs, call 561.207.6743.

Please Note: Some Restrictions Apply. Consult your tax professional before entering into any transaction about which you are unsure.

 

 

Investment products are not FDIC-insured, may lose value and are not bank guaranteed.