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 have benefits. One of the most significant variations is the time frame in which the benefits become most apparent. A Roth IRA offers the possibility of the greatest tax advantage when the investor retires, although a Traditional IRA may offer some tax relief today.
  • Coverdell ESA
    Establishing a savings account in advance will facilitate both your and your student's transfer to college. A tax-free, secure environment to build competitive dividends and financial certainty for a new chapter in life is provided by a Coverdell Education Savings Account (ESA).