Retirement Planning

Prepare for your retirement with confidence.

The test of time.

Does your retirement savings have enough staying power?

Your Financial Future

No matter what stage of life you’re in, our team has the experience and financial products to help you prepare for retirement. The sooner we start our relationship, the bigger the impact we can have on your financial wellness.

  • Savings Plans

    We offer a range of accounts empowering you to save responsibly, such as our Money Market account.

  • Brokerage Services

    Already have a portfolio of investments? Our Financial Advisors at S&T Financial Services, a financial advisory practice of Ameriprise Financial Services, LLC, can help you manage your money more effectively.

  • 401(k) Rollovers & IRAs

    When it comes to retirement plans, you have many options. Talk to one of our Financial Advisors at S&T Financial Services, a financial advisory practice of Ameriprise Financial Services, LLC, to find the appropriate solution for you.

S&T Wealth Management

Create & Manage Your Wealth

Our wealth management team takes the time to understand your situation and helps you navigate the financial road from wherever you are to wherever you want to be.

  • Help you reach your goals of retirement, saving for college and more
  • Offer risk analysis and management

FAQs

This is always one of the first questions we hear when our customers start planning for retirement. Our advisors can help you predict the amount you will need to match your desired lifestyle. Come in to a branch today to speak with a financial planner.

While you can retire at any age, it’s important to review for any constraints on investments and retirement plans that may dictate age or job duration requirements. If you’re planning on Social Security benefits, the earliest you can start collecting is age 62. For medical costs, only those 65 and up are eligible for Medicare.

We recommend talking with a tax professional to help estimate your tax rate. Also keep in mind that some retirement plans, such at IRA or 401(k) accounts are taxable. Social security benefits can also be taxable depending on your retirement income. When planning, be sure to include state taxes, in addition to federal.

NO BANK GUARANTEE OR DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE S&T Wealth Management is used to market various wealth management products and services. Investment management, trust, and fiduciary services are provided by S&T Bank. Ameriprise Financial is not affiliated with S&T Bank.

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