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Webuse an online retirement calculator to determine how prepared you are for your retirement. That is also an excellent time to evaluate your savings vehicles. Webstarting with analyzing your current financial situation, weโ€™ll then model different future scenarios that will help us get a clear picture of what will be needed to secure the. Webindividual retirement investment accounts (ira) opening an ira through our trust department or transferring your existing ira to our trust department allows you the.