Individual Retirement Account

Individual Retirement Account

Roth IRA

  • Minimum opening deposit $10.00
  • Tax free withdraws on qualified distributions
  • Maximum annual contributions of $5,000, if income guidelines are met
  • Make-up contribution of $1,000 if over 50 years old
  • No annual fee 

Traditional IRA

  • Minimum opening deposit $10.00
  • Tax deductible if not in a qualified plan
  • Maximum annual contribution of $5,000 
  • Make-up contribution of $1,000 if over 50 years old 

Rollover IRA

  • Funds may be rolled over from a qualified plan or another IRA
  • No annual fee 

Self-Directed IRAs

  • Minimum open deposit $10.00
  • Annual fee $75.00
  • You may elect alternative investment options for your Self-Directed IRA

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