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Older Hispanic couple with house in background
Older Hispanic couple with house in background

Individual Retirement
Account (IRA)

If your investment goal is focused on retirement, traditional and SEP IRA’s offer tax-deferred earnings, and Roth IRA’s offer tax-free earnings. We can set up different Individual Retirement Account plans, depending on your savings objectives.

Account Features & Benefits:

Interest rates determined by term and investment amount

  • Minimum Opening Balance: $1,000
  • Minimum Daily Balance: $1,000
  • Monthly Service Fee: $0
  • Transaction Fee: Penalty for early withdrawal