Investments

Investments and Retirement Planning Made Easy at RSI Bank!

Professionally Managed Investment Portfolios*

A diversified and disciplined investment program that employs low cost vehicles to develop personal, professionally managed investment portfolios and features:

• Personalized objective investment advice
• Ongoing investment monitoring and due diligence
• Direct access to your financial service professional at RSI Bank

Individual Retirement Accounts Featuring Rollovers & 401(k) Transfers*

The decisions you make today regarding your retirement funds will affect you for the rest of your life. We can help you find what works best for you. An RSI Bank Investment Solutions IRA:

• Offers a flexible and cost-effective solution
• Allows you to consolidate all of your retirement funds into one convenient plan
• Take advantage of numerous investment options
• Complete control over you retirement plan

Retirement Accounts For Businesses*

From 1 employee to 1 million, RSI Bank can help your firm set up a plan that will maximize your employees' retirement savings with:

• 401(k) Plans for your employees
• Profit-Sharing for your successful business
• Defined Benefit Pension plans
• FREE analysis of your current retirement plan

Reverse Mortgages*

If you are over 62 years of age and own your own home, let a REVERSE MORTGAGE unlock the equity in your home allowing you to:

• Receive a monthly income payment
• Enjoy a better life after retirement
• Pay taxes and medical bills
• Ease the pressure of every-day expenses

A REVERSE MORTGAGE allows you to borrow against the equity in your home without having to pay anything until you move out!

• No income requirements
• No credit qualifications

Annuities (Tax-Deferred Savings)*

• Protect your assets knowing you have income to live on
• Long-term savings with full refund of principal at all times and tax-deferred growth of interest
• Designed for long-term savers choosing to pass assets to heirs and to bypass probate
• Designed to defer taxes on interest income to a future date
• FIXED ANNUITIES offer a steady guaranteed rate of interest
• EQUITY-INDEXED ANNUITIES take advantage of upswings in market conditions while offering a minimum guarantee

For more information on any of these products, please contact Brian Duffy, Registered Investment Adviser, at 732.587.1527 or at bduffy@rsibanking.com.

*Mutual Funds and other Securities are provided by non-affiliated third parties and are NOT FDIC INSURED. Past performance does not guarantee future results. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost.