Retirement Services | Amerant Bank

What to Know About Retirement Services

Overview

Prepare for the future with traditional, Roth, and employer-sponsored retirement plans. All plans offer tax benefits*, and you’ll work with a dedicated relationship manager to find the right fit for you. Available to U.S. citizens and residents (you’re not required to be an existing Amerant Investment customer).

Individual customers must be citizens or resident aliens of the United States (U.S.).2

Benefits Of Retirement Services

An investor considering Amerant's Retirement Planning Services.

Plans to Meet Your Needs

Choose from traditional, Roth, and employer-sponsored IRAs.

Personal Support

Dedicated Private Client relationship manager to help you navigate consequential decisions.

Save on Taxes

Pay fewer taxes now or when you retire.

Retirement Planning Services to Fit Your Goals

TRADITIONAL IRA

Contributions may be tax-deductible and only taxed when you withdraw money at retirement. This lets your assets grow on a tax-deferred basis.

ROTH IRA

Contributions aren’t tax-deductible, but your account assets grow on a tax-deferred basis, and you can withdraw tax-free when you retire.

SIMPLE IRA

SIMPLE (Savings Incentive Match Plan for Employees) IRAs offer an affordable, easy way for small businesses (fewer than 100 employees) and their employees to set aside money for retirement.

SEP

SEP (Simplified Employee Pension Plan) accounts are an affordable, easy way for any business, including self-employed individuals, to set aside money for retirement for themselves and their employees. Annual contributions allow for up to 25% of an employee’s salary.

FAQs About Retirement Planning Services

It’s never too early or late to begin saving for retirement. At Amerant, we will help you every step of the way no matter what chapter of your journey you are on.

Yes. One of our experts will evaluate your current portfolio and build an income plan for your future.

Connect with a
Wealth Advisor

Have one of our experts contact you directly in one business day.

Banking products and services provided by Amerant Bank, N.A., 220 Alhambra Circle, Coral Gables, FL 33134 @ 2025 Amerant Bank, N.A member FDIC Equal Housing Lender.

* Investments may have different tax consequences in different jurisdictions and will depend on the circumstances. AMTI does not offer legal or tax advice, please consult your legal, CPA, or other tax professional regarding your situation.

1 Investment products and services offered through Amerant Investments, Inc. The advisor maintains fiduciary responsibility – it gives priority to the interests of the customer before its own.

2 Individual customers must be citizens or resident aliens of the United States (U.S.). Amerant Investments, Inc. is an investment adviser registered with the United States Securities and Exchange Commission. Such registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Amerant Investments, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements.

Amerant Investments, Inc. is an investment adviser registered with the United States Securities and Exchange Commission. Such registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Amerant Investments, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. Amerant Investments, Inc. may not provide investment advisory services to any resident of states in which the Adviser is not registered. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Amerant Investments, Inc.’s ADV Part 2 and firm brochure for additional information and risks.

Investments are Not FDIC or any other Government Agency Insured | Are Not Bank Guaranteed | May lose value

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