Saving for your retirement is smart. Saving it at CALCOE is peace of mind.
Details:
- Certificate and saving account available
- Earns higher interest than savings account
- Dividends pay quarterly
- May provide tax benefit, consult your tax advisor
- Deposits are insured by the NCUA up to the maximum allowed by law
Benefits:
- No service fees keeps your retirement money where it should be
- Can start withdrawing without a penalty at 59 ½. Enjoy your retirement.
- Certificate bump rate option allows you to take advantage of a great rate so you can save more for retirement
Personalize Your IRA
- Convenient account access through mobile app and Online Banking
- Automatic fund transfers
- Contribution options with Christmas Club
Visit one of our BRANCH LOCATIONS to start your IRA.
Compare IRA Options
Traditional | Roth | Coverdell Education Savings |
|
|---|---|---|---|
| Tax Shelter | Yes | No | No |
| Fees | No | No | No |
| Minimum Balance | $250 | Some qualifying withdrawal exemptions | $250 |
| Deposit Restrictions | Yes | Yes | Yes |
| Certificate Bump Rate Option | Yes | Yes | Yes |
Disclosure:
Information contained on this website does not constitute legal or tax advice. Individuals should consult with their financial adviser and/or attorney for advice.
