At Stock Yards, our Wealth Management & Trust professionals make it easy to rollover Individual Retirement Accounts (IRAs) and employer retirement accounts  such as a 401(k) or 403(b).

Advantages to having your retirement account managed by a trusted, investment management team include the following:
 

Service & Expertise:

You will receive a dedicated investment advisor and a wealth advisor to simplify the rollover process and to develop a portfolio that is custom-tailored just for you.
 

Options:

Unlike most retirement plans, we offer a full, broad spectrum of investment strategies and products to address each client’s unique objectives and their risk tolerance.
 

Consolidation:

By consolidating your retirement accounts you will have a comprehensive view of your assets, which is the cornerstone of professional wealth management.
 

Tax-Savings:

By designating a withdrawal from an IRA or employer retirement plan as a rollover, you will not create a taxable event when funding a traditional IRA. 

 

Professional Investment Management:

In addition, all individual and employer retirement accounts will be managed by our team of investment professionals.

 

 

  Contact Us

(502) 625-1005

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A trusted partner, since 1904