Individual Retirement

An Individual Retirement Account (IRA) is a tax-advantaged savings account designed to help individuals save for retirement. IRAs allow your investments to grow either tax-deferred or tax-free, depending on the type of account.
 

Investment Options

We offer Traditional IRAs with terms ranging from 31 days to 5 years, requiring only a $500 minimum opening deposit.

Key Benefits

  • Interest accrues monthly for optimal yield
  • Interest will be compounded
  • Competitive interest rates
  • Special promotional rate offers
  • Automatically renewable upon maturity

Digital Access

  • Tax Benefits: Contributions may be tax-deductible.
  • Growth: Investments grow tax-deferred.
  • Withdrawals: Taxable as income during retirement.
  • Required Minimum Distributions (RMDs): Begin at age 73.
  • Tax Benefits: Contributions may be tax-deductible.
  • Growth: Investments grow tax-deferred.
  • Withdrawals: Taxable as income during retirement.
  • Required Minimum Distributions (RMDs): Begin at age 73.

Traditional IRA Deduction Phase-Out (if covered by a workplace plan):

  • Single: $79,000–$89,000
  • Married Filing Jointly: $126,000–$146,000
  • Under age 50: Up to $7,000 annually.
  • Age 50 and older: Up to $8,000 (includes $1,000 catch-up contribution). [irs.gov]

Note: These limits apply across all IRAs combined (Traditional + Roth).