Individual Retirement Accounts (IRA)

IMPORTANT UPDATE:

The U.S. government has extended the tax-filing deadline to July 15, a move meant to give taxpayers extra time to deal with their taxes amid the coronavirus outbreak. Taxpayers now have an extra three months to both file and pay their taxes. This will also be the last day to make 2019 contributions to your IRA or HSA.

 

Today is a Perfect Time to Plan for Tomorrow


Individual Retirement Account (IRA)

An Individual Retirement Account (IRA) should be part of everyone’s long-term investment plan.  This low-risk investment allows you to invest pre-tax or post-tax money while earning interest at top market rates and offers you the peace of mind that your nest egg is safe.  

IRA Options:

Important IRA Resources from the Internal Revenue Service (IRS)

WWW.IRS.GOV

Compare a Traditional IRA & ROTH IRA

IRA Comparison Chart

Contributions

IRA Contributions

Distributions (While still working)

IRA Distributions

Deduction Limits

IRA Deduction Limits

Gerneral IRA Information

General IRA Info

Required Minimum Distributions

RMDs

Required Minimum Distributions Worksheets

RMDs Worksheet

Required Minimum Distributions for IRA Beneficiaries

RMDs for IRA Beneficiaries Chart

Retirement Plan FAQs

Retirement Plan FAQs

Rollover Chart

Rollover Chart

Have more questions?

It is always advised to consult with your tax advisor to help you choose the plan that is best for you. You can also find more information on Individual Retirement Accounts on the IRS website at the link below.

Visit IRS.gov

Contact your local branch to learn more.

Locations & Hours

Contact Us Online

View Rates


Here are some easy-to-use online calculators to help you solve some common financial problems.

    


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