Meet your long-term financial goals with an Individual Retirement Account (IRA).
- Traditional, Roth, or Education IRAs available
- - offers tax-deferred growth
- - allows you to withdraw funds tax-free
- - offers tax-free withdrawals to pay for higher education
- No setup, maintenance, or closing fees
- No annual fees
- Excellent Annual Percentage Yields available
- Rollover into an IRA at no cost
- Contributions are up to $5,000 for Traditional IRAs and Roth in 2008
- Contributions are up to $2,000 for Education IRAs
- Special increase for ages 50+ - Ask about the extra $1,000 you can invest
Click here for additional IRS information and to download current tax forms.
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Comparing Your
IRA Options |
Introduction to IRAs |
Traditional IRA |
Roth IRA |
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IRA Rollovers |
Retirement Planning |
Coverdell ESAs |
Simplified Employee
Pension Plans | *APY = Annual Percentage Yield. $1,000.00 minimum opening balance required. All IBM Southeast EFCU Individual Retirement Aaccounts (IRA) are subject to address and identification verification and approval. Certain terms and conditions may apply. Please refer to Important Information for Our Members and Membership Fees & Service Charges or contact a Member Service Advisor for details the fees, penalties, terms and conditions that may apply.
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