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Tax season is IRA season!

Published January 17, 2018

Did you contribute as much as possible to your Individual Retirement Account (IRA) in 2017?  It's not too late to contribute to your IRA for calendar year 2017.  You can even still open an IRA for 2017.

Having an IRA is a wise financial decision for improving your financial future.  Aside from helping make retirement more comfortable, there are several more benefits to an IRA.

  • It is an excellent long-term savings investment that's easy to manage.
  • It provides tax advantages -- consult your tax advisor for details.
  • Options include a traditional IRA, Roth IRA, Coverdell Education IRA and the IRA Add-on Certificate, which allows you to make deposits through the year with favorable rates.

When you are ready to take advantage of our exceptional rates and top-notch service, give us a call at 800.428.8472.  We will be glad to help you transfer funds, open an IRA, or give you more information about how it could benefit your situation.