Credit Union Of Vermont
Individual Retirement & Tax-Advantaged Account Options
Coverdell Education Savings Account
Seeing a child work toward a college degree is a parent’s dream. But with rapidly escalating costs of higher education, this dream can become a financial nightmare. A Coverdell Educational Savings Account (ESA) can help parents sleep at night. |
Introduction to Traditional and Roth IRAs
Traditional and Roth IRAs are personal savings plans that allow you to keep more money for yourself and pay less to Uncle Sam. This brochure will give you the basics of traditional and Roth IRAs. |
Doors Open Wide to Roth IRAs
Beginning January 1, 2010, the $100,000 income restriction that has prevented many people from taking advantage of Roth IRA conversions is being eliminated. All taxpayers will be able to move their Traditional IRA, SIMPLE IRA, and retirement plan assets into a Roth IRA. |
Comparing Your IRA Options
The chart inside highlights the details and advantages of the accounts. If you are eligible to contribute to both a traditional IRA and a Roth IRA and are still unsure which account is right for you, read this. |
Traditional IRA
A traditional IRA may provide you significant immediate tax savings, and due to the deferral of all taxes on earnings, the power of compound earnings is strengthened. |
Roth IRA
Roth IRAs offer unique and exciting savings opportunities, and they’ve gotten better over the years. Roth IRAs give many members an easy and safe way to plan for the future. |
IRA Rollovers: Managing Your Retirement Assets
If you've changed jobs or recently retired, you may be wondering what to do with your qualified retirement plan from a previous employer. It may make sense for you to consolidate your retirement savings into a single traditional IRA. |
Credit Union IRAs – For Every Stage of Your Life
No matter what stage of life you’re in, a credit union IRA can help with your financial planning. The future arrives every day – now is the time to prepare for it. |
Outside Services
Also see more helpful links and important information about these links.
Credit Union of Vermont
Serving federal, state, school, municipal, and county employees
in Rutland, Bennington, Windsor, and Addison Counties of Vermont.
Retirees, annuitants and all family members are also welcome.
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