Tax Season is IRA Season

Tax Season is IRA Season

Did you contribute as much as possible to your Individual Retirement Account (IRA) in 2019?  It's not too late to contribute to your IRA for the calendar year 2019.  You can even still open an IRA for 2019.

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 provides tax advantages -- consult your tax advisor for details.
  • It is an excellent long-term savings investment that's easy to manage.
  • 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.

The deadline to make contributions or open a new IRA for 2019 is July 15, 2020.

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.

You can also visit our IRA page.