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It's your retirement. Get ready to enjoy it.

Retirement Planning and IRA Rollovers

Retirement should be about enjoying yourself, your family, and the things you worked a lifetime to obtain, not second-guessing your retirement planning efforts. That is why Alerus is here to help you set goals, create an investment and savings strategy, and position you to enjoy your golden years.

Retirement may seem a long way off when you're just starting a career, finding that first house, and paying off debt. But making sure to plan for retirement now is a key to your future happiness

As your life and career progress, make sure you keep your savings goals in mind and continue to work towards them.

Retirement is five or ten years away and you may be at your maximum earning power. Now is the time to do what's necessary to secure your retirement lifestyle.

You're retired! Keep your eyes on your investments, your income, and your distribution strategies with help from Alerus.

Have a 401(k) plan at work?

It’s important to visit with a professional when deciding what to do with your money either at retirement or a separation. Whether you leave your dollars where it is, roll your money into a new plan, or cash it out, there’s many options available to you.

We're ready to help with your retirement choices.

Whether retirement is four years away or forty, Alerus Wealth Management can help you get there.


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The content available on this site is provided for informational purposes only, is not intended as an offer or solicitation for the purchase or sale of any financial instruments and should not be relied upon as an investment recommendation. Alerus Financial, N.A. makes no representations or warranties as to the accuracy, completeness or timeliness of the information. The information is not intended to provide legal or tax advice. Individuals should consult a qualified legal or tax advisor for advice specific to their circumstances.

Alerus Wealth Management provides trust products and services through Alerus Financial, N.A. 
Registered Representatives of Alerus Securities may offer investment and insurance products and services through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Alerus Wealth Management and Alerus Securities are trade names of Alerus Financial, N.A. Infinex and Alerus Financial, N.A. are not affiliated. Investment and insurance products and services are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.

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