IRAs, Retirement and College Accounts

For customers who want to set aside money for retirement.

Benefits: Tax benefits; FDIC Insured

Fees: Minimum opening balance: $500 

Setup Fee: $25.00 

Annual Fee: $25.00, waived if minimum balance is $25,000 or greater.

For customers who want to set aside money for retirement.

Benefits: Tax advantages; FDIC insured; annual statements

Fees:

Minimum opening balance: $500 

Setup Fee: $25.00 

Annual Fee: $25.00, waived if minimum balance is $25,000 or greater.

For customers who want to set aside money for a child’s education.

Benefits: Tax advantages; no annual or start-up fees; annual statements are mailed; balances may be transferred to a sibling’s Education IRA; FDIC insured

Fees: Minimum opening balance: $500

A college education provides one of the best ways to invest in your child’s or your grandchild’s future. A college education is also expensive. The sooner you develop a college investment strategy, the less college costs will constrain your family budget. Along with your tax advisor, we are here to help you realize your goals, for today and tomorrow. We offer a diverse range of products and can advise you on the best ways to invest your money and plan for the future. Please contact us to speak with an investment specialist.