Retirement/College Savings

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roth_ira_title

An attractive non-deductible retirement account that features tax-free withdrawals for a special distribution reason after a five year holding period.

traditional_ira_title

A tax deferred retirement account that features deductible qualified contributions.

coverdell_education_savings_title

A beneficial non-deductible account that features tax-free withdrawals for the specific purpose of a child’s higher education expenses. Customers may select to make monthly, annual, or periodic contributions to the above plans.

For contribution limits on the above plans contact a customer service representative.

sep_title

A retirement investment plan primarily developed to assist small business owners and farmers with retirement plans for themselves and their employees.

keogh_title

Available for customers preferring alternative IRA investments.