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Line of Credit Sweeps

  • DETAILS
    Save for retirement with tax advantages*
    Earn competitive interest higher than regular savings
    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.
    Both Traditional and Roth IRAs offer distinct advantages. One major difference lies in the timing of when you can maximize these benefits. With a Traditional IRA, you may experience potential tax relief immediately, whereas a Roth IRA holds the potential for the greatest tax benefit during retirement.
  • Coverdell ESA
    Facilitate a smoother transition into college for both you and your student by establishing a savings account in advance. A Coverdell Education Savings Account (ESA) offers a tax-free environment for growing competitive dividends, providing financial assurance for the upcoming phase in life.