WoodTrust Financial Corporation to Open Wausau Office
WoodTrust Financial Corporation announces plans to expand its central Wisconsin presence by opening an office in downtown Wausau.

WoodTrust Scholarship Winners
WoodTrust announces the winners of WoodTrust-Bell Foundation and WoodTrust Financial Corporation Associate scholarship awards.

Read a Letter from the President
Steve Bell addresses the change in name from Wood County National Bank to WoodTrust Bank

WoodTrust Quarterly Newsletter
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Current Promotions
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WoodTrust Bank Introduces SmartATM

Customer Care Corner
Identity Theft
Patriot Act

Check 21
The Check Clearing for the 21st Century Act was designed to foster innovation in the country's check clearing system and improve the overall efficiency of the U.S. payment system.

OnGuard Online
Provides practical tips from the federal government and the technology industry to help you be on guard against Internet fraud, secure your computer, and protect your personal information.
 

WoodTrust Bank has once again received a financial safety rating of "A+" or "Excellent" from TheStreet.com Ratings.
 

 
WoodTrust.com  >  Trust and Investments >  Individual Retirement Accounts
 
Individual Retirement Accounts
After working hard and saving for decades to accumulate what is needed to enjoy a quality retirement lifestyle, clients now need a focused plan to manage IRA and other assets in their retirement years. WoodTrust Asset Management can assist by providing quality financial planning advice and investment management services for IRAs and other qualified plans. Our staff has extensive experience in helping clients understand their IRA options and how those assets mix with non-qualified assets.

Individual Retirement Account Services
  • Traditional IRAs
  • Roth IRAs
  • IRA-to-IRA direct transfers
  • IRA Rollovers
  • Eligibility
  • Required minimum distributions
  • Investment management services
  • Tax planning