Together we can grow your savings

Certificates of Deposit — Competitive CD rates and a variety of maturities for short and longer term goals

Individual Retirement Accounts — Choose from Traditional, Roth and Educational IRAs, or Simplified Employee Pension (SEPs):

Traditional IRA — A tax-qualified savings account available for individuals with earned income

• IRA contribution limits and distributions apply
• Defer taxes on contributions until the year the funds are withdrawn
• Certain contributions are also tax deductible in the tax year for which they are made

Roth IRA — A good choice for those who expect to be in a higher tax bracket upon retirement^*.

• Available to anyone earning income
• Allows deposits up to the individual’s annual contribution limit
• Deposits are not tax deductible, and withdrawals will not be taxed during retirement under certain distribution conditions

Education IRA — Established for individuals under the age of 18, allowing you to save for a child’s higher educational expenses.

Simplified Employee Pension IRA — For self-employed business owners. Benefits include possible contributions to your personal retirement accounts as well as IRAs for eligible employees.

Rollovers/Direct Transfers — Have you changed jobs? Check to see if your retirement funds can be rolled into a qualified retirement plan. Need our help transferring all or part of your assets from another retirement plan such as a 401(k)? We can do that.