Retirement / IRAs – Helios Trust Bank

Retirement & IRAs

Plan Today for a Secure Tomorrow

At Helios Trust Bank, we believe retirement should be a time of comfort, freedom, and peace of mind. Our Individual Retirement Accounts (IRAs) and retirement planning solutions give you the tools and guidance to build long-term financial security, minimize taxes, and confidently prepare for the future.

Why Choose Helios for Retirement Planning?

Flexible IRA Options – Choose between Traditional and Roth IRAs to match your tax and income goals.
Tax Advantages – Reduce taxable income now or enjoy tax-free withdrawals later.
Expert Guidance – Work with retirement specialists who help align savings with your lifestyle goals.
Diverse Investment Choices – Access stocks, bonds, mutual funds, ETFs, and managed portfolios.
Long-Term Security – Strategies designed to maximize growth and protect your nest egg.

Property Types We Finance

Office Buildings
Retail Centers
Multi-Family Housing
Industrial & Warehousing
Hotels & Hospitality
Mixed-Use Developments

Loan Options

Acquisition Loans – Purchase commercial properties with confidence.
Refinancing – Lower your rates, improve cash flow, or access equity.
Construction Loans – Build new developments with structured financing.
Bridge Loans – Short-term funding to cover immediate needs.

Additional Benefits

Relationship Banking – Dedicated commercial bankers who partner with you long-term.
Custom Terms – Loan structures designed around your business model.
Ongoing Support – Financial solutions that scale as your portfolio grows.

Head Office: W 153rd St, New York, NY 10039
Tax Identification Number: 39-4000137
Phone: ‪+1 (548) 457-9847

With robust data protection, personalized service, and a commitment to transparency, Helios Trust Bank is more than just a bank — we’re a financial partner you can rely on.