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Sovereign Bank
Banking: Business Checking, Business Cash Management, Business Online ServicesCredit: Lines of Credit and Loans, American Express Business Cards, Vehicle Lease and Finance, Equipment Leasing and Finance, Specialty LendingInsurance: Small Business Insurance, Life Insurance, Term Life Insurance, Long Term Care Insurance, Disability Insurance, Benefits ConsultingInvestments: Investment Accounts, Wealth Management, Employee Pension PlanInternational Trade: Import Trade Services, Export Trade Services, Trade Finance, Foreign Exchange, Online Services, ResourcesPlanning: Starting a Business, Expanding Your Business, Health Savings Account Employer Program, Health Savings Account Broker Program
Investment Accounts   |   Wealth Management   |   Employee Pension Plan
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Investment Management
Institutional Custody & Directed Trust Services
IRA Rollovers
Employee Retirement Benefits Planning
Estate Settlement
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IRA Rollovers
IRA Rollover Solutions for Business Owners
This special Individual Retirement Account (IRA) allows retirees to shelter lump-sum distributions from taxation until age 70½. Any income earned also accumulates tax-free in the Rollover IRA until withdrawal.
You can make the most effective use of our professional experience by having us manage your assets for you, ensuring that the best research, analysis, and counsel are reflected in your retirement portfolio.

For investors who prefer to make all their own decisions, we will gladly provide efficient record keeping and execution of trades.
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Next Steps
Call 877.768.1145 to speak with a
Business Solution
Center Representative
Send an email and we will contact you within 24 hours
Find one of our Community Banking Offices
How May We Help You?
Create a Personal Investment Plan
Meet your unique investment needs, from long-term growth to high-income potential.
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