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Accounts: IRAS
- Individual Retirement Accounts
Traditional, Roth,
Educational, Rollover- whichever IRA you are seeking, we will have a
solution. Come in and let us help you understand the options,
benefits and features that best fit your situation.
Requirements
- $500 minimum deposit (waived for
rollover accounts)
Maximum Annual Contribution Determined by Type of Account
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Benefits
- Traditional IRA - Earnings grow
tax-deferred until distributions begin
- Roth IRA - Earnings and
Qualified distributions are tax free
- Education
IRA - Earnings and Qualified distributions are tax free.
Visit with our
representatives and your accountant for more information about the
benefits and requirements of each of these accounts to determine
the best type of account for you.
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Cost
- No Annual Maintenance Fee
- Penalty tax may apply to premature distributions
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