Which IRA is best for me?
Learn the benefits of each type of IRA to make the best financial decision for your situation.
Charitable Donations from IRAs for 2012 and 2013
The IRS has reported, "The American Taxpayer Relief Act of 2012 (ATRA) extended the qualified charitable distribution (QCD) provisions for 2012 and 2013. To those over 70½ wishing to gift their IRA, contact your local branch to make sure your charitable distribution is completed by December 31, 2013. To learn more, click here.
Retirement is coming, and as a smart saver, you have been preparing for it. After all your years of planning, be sure to continue making the correct decisions now to assure a secure retirement later. As the time draws near, it is important to understand the rules regarding rollovers, transfers and aggregations of required minimum distributions (RMDs). Review this information to help clarify any questions you may have, then before completing any rollover transaction, you may wish to speak with a competent tax advisor. Read more
Use our Retirement Calculators to help you determine the amount of money to save each year in order to achieve your financial goals. Also, you can figure the difference between a Traditional and Roth IRA.
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Heritage Blue and Heritage Plus Checking Accounts
Coverdell Education Savings Account
Savings account with potentially tax-free interest earnings,
if used to pay for qualified education expenses needed for enrollment.