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Personal Finance » Savings » Individual Retirement Accounts

Individual Retirement Accounts

Making the most of your time and money

Individual Retirement Accounts (IRAs) are a smart investment opportunity for anyone under age 70½ with an income. You'll earn interest that's compounded daily and paid to your account at least annually, depending on the terms of the account. Withdrawals may begin at 59½, and sometimes sooner for certain medical or educational needs. To save you even more, federal and state withholding taxes are deferred until IRA contributions are withdrawn, presumably at retirement age in a lower tax bracket.

Shelter your hard-earned dollars by contributing to your IRA any time before tax deadline. (Limits may exist for some accounts.) Most IRAs are federally insured. If your employer does not offer a retirement plan, your contributions may be tax deductible. (Please consult your tax advisor before investing.)

An IRA to Meet Your Needs Opening Balance
Traditional IRA $500
Spousal IRA $250
FLEX IRA $100
ROTH IRA $100
Educational IRA $100



 


Many other investment options are available through our Financial Services Group.





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