Personal Retirement Accounts

It’s never too early to start planning for retirement. We’re here to help you accomplish your retirement goals – whether you’re approaching retirement, need to roll over a 401k, or just getting started. We offer traditional and Roth retirement accounts and can help you evaluate which one makes the most sense for you.

IRA Savings

Best for clients who want
A savings account that earns a tiered interest rate and provides the potential tax advantages of an IRA for eligible account holders. Consult with your tax advisor regarding tax considerations for your account.
 

Account earns interest
Variable interest rate and Annual Percentage Yield (APY)
 

Account Maintenance fees
$3 fee per quarter if the account balance falls below $250 any day in the statement cycle

IRA Certificate of Desposit (CD)

BEST FOR CLIENTS WHO WANT
A low risk retirement account that earns a guaranteed return with fixed interest rates, a choice of term lengths and the potential tax advantages of an IRA. Consult with your tax advisor regarding tax considerations for your account.
 

ACCOUNT EARNS INTEREST
Fixed interest rate and Annual Percentage Yield (APY)
 

ACCOUNT MAINTENANCE FEES
None