We offer a full range of retirement products for the individual or business. We
currently offer following retirement accounts:
- Traditional IRA
- ROTH IRA
- Education IRA
- Simplified Employee Pension Plan (SEP IRA)
- Savings Incentive Match Plan for Employees (SIMPLE IRA)
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Annual Service Charge
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Outgoing Customer Transfer Fee
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Incoming Customer Transfer Fee
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$15
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$25
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$0
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You will find our rates to be very competitive, especially our popular One Year
Retirement Account that allows additional deposits during the term. We can help
you transfer IRA money from another custodian, or help you with direct rollovers
from a former employer's Qualified Retirement Plan.
Our traditional, Roth and Educational IRAs help you plan for your future financial
needs. You can open an Statement Savings IRA with a minimum deposit of $50 and make
deposits of $50 or more at any time. You can choose an IRA Certificate with minimum
balance of $1,000 to mature in one to five years. Certain penalties may apply for
early withdrawal.