Individual Retirement Accounts (IRA)

Opening an IRA is the perfect way to stay on track for your financial security. Choose from three different options. IRA funds are insured up to $250,000. Current contribution limits for Traditional and Roth IRAs apply. Contact us for information on contribution limits.

Traditional IRA

The earnings on your account are tax-deferred until you begin withdrawing the funds at retirement age. The money you invest into a Traditional IRA may even be tax-deductible. (See your tax advisor for eligibility requirements.)

Roth IRA

Your money grows on a tax-free basis. Even though your contributions are not tax-deductible, your withdrawals will not be taxed as long as you follow the Roth IRA withdrawal rules.

Coverdell Education Savings Account

If you are wondering how you will pay for your child’s education, a Coverdell Savings Account can be a smart way to save. Although contributions are not tax-deductible, your withdrawals (including earnings) are tax-free if used for tuition, books, and other qualified education expenses. Also ask about 529 Education Plans.

Contact our IRA specialists at 920-720-2572 or 800-236-5228 for more information.

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