Let Chartway help you discover a way to be better prepared to enjoy your retirement years.
We’ll work with you to see how a Traditional IRA or Roth IRA fits into your retirement plan. Ask us about our administrative fees for IRAs. (Spoiler: there aren’t any.)
Tax advantages now and in the future
Save for retirement with tax-deferred earnings and the possibility of tax-deductible contributions. Your tax advisor can help you determine what’s best for you.
Certain situations allow for penalty-free withdrawals, for example, first-time homebuyer expenses, qualified higher education expenses, certain unreimbursed medical expenses, and more. Please contact us for more information about IRA withdrawals.
Tax breaks and more flexibility
Fund your Roth IRA with after-tax income and enjoy tax-deferred earnings, which usually means no taxes on withdrawals. Make contributions at any age and keep the IRA open as long as you like. There are no withdrawal requirements. Questions about Roth IRA details? Please give us a call. There’s a lot to talk about.
It’s an IRA. It’s a share certificate. It’s both!
Open a share certificate as an IRA and take advantage of tax-deferred savings. Unlike some other IRA investments, there are no administrative fees, so all your money stays yours!
|Dividends||APY1||Balance Requirement||Alert Me|
|IRA Share||0.25%||0.25%||$100.00 - $99,999,99|
|0.50%||0.50%||$100,000 - $149,999.99|
|1Annual Percentage Yield. Fees could reduce earnings on the account (applies only to maintenance or activity fees).|
Some of the changes include the following: