Retirement

Trusted Individual Retirement Account (IRA) & Roth IRA
As your tax-deferred IRA starts to approach $100,000, it may be time to talk with us. We can fully diversify your Individual Retirement Account investment to help improve the return. You get the peace of mind of having a professional helping you provide for your retirement years.

Employee Benefit Plans
New Mexico Bank & Trust has a team of experts who specialize in retirement plans. We focus on producing superior results while allowing participants access to the top investment managers in the industry.

In our capacity as plan administrator, we provide recordkeeping and investment services. In addition, as plan administrator we provide state-of-the-art internet access and reporting to participants. Whether the plan is Defined Benefit or Defined Contribution, we have the expertise to work with you

Plan Types
	401(k) Plans
	Simplified Employee Pensions - SEP
	Simple IRA, IRA Rollovers and Roth IRA
	Profit Sharing Plans
	Money Purchase Plans

With Benefits Such As
	Deductions Now, then years of tax-free wealth building
	Long-Term Focused Investing
	Daily Valuations
	Professional Plan Administration and ongoing counseling

Contact the Wealth Management Group at New Mexico Bank & Trust by calling 505-830-8106.

Not FDIC insured, No Bank Guarantee, May Lose Value.