Fifth Third Bank Preferred Program

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Retirement Strategies

To Help Plan and Invest* for Your Ideal Retirement

Whether retirement is just around the corner or many years in the future, the Fifth Third Preferred Program can help you identify the right retirement strategies for your situation.

An IRA can be a tax-advantaged1 way to save for retirement, and the Fifth Third Preferred Program gives you access to a wide range of IRA retirement plans. Your dedicated Preferred Banker and Investment* Professional can assist you in selecting an IRA for retirement that is most appropriate for your situation.

Retirement Solutions include
Traditional IRA account Your contributions may be tax deductible and your earnings grow tax deferred1.
Roth IRA for retirement Has the potential for tax-free growth, and qualified distributions are tax free.
Rollover IRA retirement plans For individuals who may have changed jobs and have retirement assets with a prior employer.
Inherited IRA account If you have inherited assets that were in a qualified retirement plan, your Preferred Banker can assist you in making the most of your Inherited IRA.

Your dedicated Preferred Banker and Investment Professional can help you determine how much money to put into an IRA, and when the time comes, can assist you with accessing the funds in your IRA, planning for withdrawals and required minimum distributions, or passing your IRA account to your heirs.

  1. Fifth Third Securities does not provide tax advice. Please consult your tax advisor before making any decisions or taking any action based on this information.


*Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA/SIPC, a wholly owned subsidiary of Fifth Third Bank, a registered broker-dealer, and a registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Securities and investments offered through Fifth Third Securities, Inc. and insurance products:

Are Not FDIC Insured Offer No Bank Guarantee May Lose Value
Are Not Insured by any Federal Government Agency Are Not A Deposit

Insurance products made available through Fifth Third Insurance Agency, Inc.

Investments, variable annuities and brokerage accounts are offered through Fifth Third Securities, a wholly owned subsidiary of Fifth Third Bank. Fixed annuities are offered through Fifth Third Insurance Agency Inc., a wholly-owned subsidiary of Fifth Third Bank.