Banco Oceanico offers multiple types of individual retirement accounts (IRAs) to help meet your retirement goals.
What is an Individual Retirement Account?
Individual retirement accounts (IRAs) are personal retirement savings accounts that offer tax benefits and a range of investment options. Many investors use IRAs as their common source of saving for retirement.
Even those with access to employer-sponsored plans, such as a 401(k) or 403(b), still tap into IRA tax advantages to boost their savings and add flexibility to their portfolio.
Whether for the short or long term, Banco Oceanico’s experienced wealth managers and treasury specialists can customize investment solutions to match your requirements through a range of investment vehicles.
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Investment Account / IRA
Wealth Management and Retirement Planning for Business owners
Through its Wealth Management and Private Banking Divisions, Banco Oceanico offers individually-tailored wealth management and retirement planning guidance and solutions. Our experienced wealth management team will help to structure wealth builder plans and retirement plans to ensure your long term financial security. Your Business Banking Relationship manager will be pleased to arrange a consultation with one of our highly experienced wealth management advisors.
Features and Benefits
◉ Attractive profit rates
◉ Available in all major currencies
◉ Dedicated wealth management advisory team.
◉ A wide array of investment vehicles.
◉ Flexible deposit tenures..
if the Prime rate rises and earn interest rates in line with 12 month deposit rates...
to facilitate the transaction and can evaluate opportunities and present multiple sources of equity...
Access up to 30% of your savings, three times over a 12-month period, if required. With interest earned on your account directly linked to Prime, stand to gain
Our Structured Acquisition Finance team guides our clients through the nuances of the merger and acquisition process. We have a network of resources available
PrimeGrow & PrimeAccess
Acquisition Finance