Retirement

Secure the future you can't wait to live.

 

Individual Retirement Accounts (IRA)


 

Plan for the retirement you want and deserve. An Individual Retirement Account (IRA) is a great solution to save money for retirement with significant tax advantages. Our experienced bankers are here to guide you through the process and help select the account that best fits your needs.

Learn more about the benefits of each IRA type we offer below. You can also review the differences between Traditional and Roth IRAs here.

 

Account Options


 

Traditional IRA

Save for retirement with tax-deferred earnings and a possible tax deduction. 

Learn more about Checking Accounts

Roth IRA

Helps you save for retirement with the potential for tax-free income. 

Learn more about Checking Accounts

SEP Plans

Employer-sponsored retirement plans geared for small to mid-size businesses. 

Learn more about Checking Accounts

 

Open or Service an IRA


 

You can visit any of our convenient branches to open an IRA or to service an existing IRA with Southside Bank. To schedule an appointment at a branch near you, click here or call 877.639.3511. Please be sure to bring a valid ID to your appointment.

You can also visit a branch to transfer an existing IRA from another financial institution to Southside Bank. You will need to bring a valid ID and IRA bank statement to your appointment.

 

 

Download our app:

Download Southside App on Google Play
Download Southside App on Apple App Store