Flexible terms from 3 months to 35 months let you pick the maturity date. Only $500 minimum deposit with competitive yields and dividends credited monthly or at term end.
Traditional & ROTH IRAs(1)
- Rollover funds from another financial institution.
- Flexible Regular Certificate terms from 3 months to 35 months.
- Only $500 minimum deposit with competitive yields and dividends credited monthly or at term end.
- Or use convenient payroll deduction or automatic savings to build your IRA with a Variable IRA Savings Account.
Coverdell Education Savings Account
Any adult – parents, grandparents, godparents or friends – can put money in a Coverdell Education Savings Account, up to $2,000 away each year (up to the tax filing deadline of April 15th) per child (income eligibility requirements apply). In addition, all earnings in the account accumulate on a tax-deferred basis and can be withdrawn from the account tax-free if used to pay for qualified elementary and secondary education, as well as qualified college education expenses. Contributions to a Coverdell Education Savings Account are not tax deductible.
Give the Gift of Education - The 529 College Savings Plan
Save for any child's tuition with the tax friendly 529 Plan. It provides a number of significant advantages over traditional college savings plans while offering estate planning benefits. The plan is available to parents, grandparents, relatives and friends and can be used at any accredited school in the country. Send us an email to receive details and kit on the 529 Plan.
Comprehensive retirement planning*
Our Financial Advisors available through CUSO Financial Services, LP (CFS) our broker-dealer, will review your portfolio and recommend a complimentary financial and retirement plan to match your risk tolerance and help alleviate the feeling of vulnerability about your financial future.