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Individual Retirement Accounts (IRAs)

An IRA is a great way to bolster your retirement savings and preserve retirement assets you've already accumulated. IRAs offer tax advantages and expanding savings opportunities that can help you in meeting your retirement goals.

Traditional IRAs

Contributions to a Traditional IRA may be tax-deductible, depending on your coverage by an employer-sponsored retirement plan, Adjusted Gross Income (AGI), and your tax filing status. Earnings within a Traditional IRA will continue to grow tax-deferred until withdrawn. Withdrawals prior to age 59½ may be subject to a 10% penalty.

Roth IRAs

Roth IRAs offer tax-free withdrawals of contributions at any time in addition to tax-free earnings if withdrawn as a qualified distribution.

Rollover IRAs

Starting a new job and need to transfer funds from your previous 401(k)? Then consider a Rollover IRA. Rolling your money into an IRA allows you to continue tax deferral and preserve the long-term benefits of your retirement dollars.

Roth Conversion IRAs

Roth Conversion IRAs allow you to convert your Traditional IRA or Rollover IRA assets to a Roth IRA.

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Last Updated: 9/18/2017