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Saving For Retirement

Whether your retirement is soon approaching or still many years away, today is a great time to begin working toward your financial goals. It’s never too early to plan for retirement.

While you have a variety of retirement savings options, an Individual Retirement Account (IRA) is an integral component of a complete retirement plan. An IRA offers savings that are tax-deferred until you withdraw them, generally after retirement when your tax obligation may be lower. To find out more about your retirement options click here.

While Beverly Bank does not have its own retirement planning counselors, a wide variety of investments are available through our relationship with Constitution Financial Partners, LLC, an independent registered broker/dealer.

Please note:

Securities are offered through Raymond James Financial Services Inc. Products and services made available through Raymond James Financial Services are not FDIC insured and are not deposits or obligations of, nor guaranteed by, any bank. These products are subject to investment risk, including the loss of principal invested. Investments may go down in value. Not insured by any Federal Government agency.

Community Banking at its Best. For more information about our products & services or current rates, please give us a call at (978) 922-0857.

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