Legacy Bank Trusts

Traditional

Legacy Bank has been doing business locally since 1904. In this time many people have trusted Legacy with their financial needs and needs of their families lasting multiple generations. Trust services should be tailored to meet your needs with a comfort that your direction will remain the number one priority in distributing your assets. Legacy also works with some of the best corporate partners around central Iowa to make sure your individual or corporate needs are attended to. Come in and discuss what we can do for you and the difference Legacy Bank prides itself on.

Retirement Accounts – Traditional and Roth

Both Traditional and Roth IRAs are tax beneficial accounts to save specifically for retirement. While Traditional IRAs defer taxes on contributions until they are withdrawn, Roth IRAs are the opposite, taxing contributions but allowing them to possibly grow tax-free. We offer fixed rate timed deposits or variable rate savings account options.

Traditional IRAs and Roth IRAs are both beneficial financial tools, but you should consult your tax advisor to see which would best fit your needs.
 

  • Team Member

    Sandy PedersonExec. Asst.
    IRA/CD Specialist

 

Escrow Services

Legacy Bank offers escrow services for a variety of settlement and contract negotiations.

Custody Services

Coming soon

Custom Trust Services

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