Account

Line of Credit Sweeps

  • DETAILS
    Save for retirement with potential tax advantages, subject to eligibility
    Interest-bearing options may be available
    Available in Traditional and Roth
    Annual contribution limits apply
    $1,000 annual “catch up” contributions allowed for ages 50 and better
    No annual fees or set up fees
    Federally insured
    $2,500 minimum deposit to open
  • TRADITONAL VS ROTH.
    There are advantages to both Traditional and Roth IRAs. One of the biggest differences is the time at which you see the most advantage. A Traditional IRA provides potential tax relief today, while a Roth IRA has the potential for the most tax benefit at time of retirement.
  • Coverdell ESA
    Plan ahead for qualified education expenses by setting up a savings account early. A Coverdell Education Savings Account (ESA) may provide tax advantages under applicable rules and can help organize funds for a new stage in life.