IRA Options

Are you interested in opening an IRA, but have questions? CorePlus Credit Union has experts on staff that can help answer your questions, and point you in the right direction for a successful retirement. Ask us!

Listed below are resources for your IRA Options. Click on the title to view or download these e-brochures.

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Bring Traditional and Roth IRAs into focus and start saving today.
Before you can contribute to a Traditional IRA or a Roth IRA, you’ll first need to determine if you are eligible for either. Although the contribution eligibility requirements differ for each, often the decision of which one to contribute to depends on your income.
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Simplify saving for retirement on the job with a SEP plan.
Are you contemplating a retirement plan for your business, but are reluctant to take on the complexity that comes with most plans? Consider setting up a simplified employee pension (SEP) plan.
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Secure a tax-free income at retirement by moving into a Roth IRA.
Converting your Traditional or SIMPLE IRA to a Roth IRA may be a great way to maximize your IRA savings. Discover how easy it is to convert and how it may affect you financially. This may be a move that you’ll want to make.
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When it comes to moving your retirement plan money, just roll with it.
Perhaps you’ve changed jobs, recently retired, or just want more control over your money. Rolling over retirement plan assets to another retirement plan or an IRA will not only preserve your tax benefits, but may provide you with additional benefits.
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Tax-deductible contributions and tax-free distributions.
The best of both worlds is possible with a health savings account (HSA). An HSA not only helps you get a handle on rising health care costs, but provides a tax-advantaged way to save.
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Now is the time to save for your future.
No matter what stage you’re at in life, saving now with an IRA can better prepare you for your future. Whether you are just beginning your career, planning for your family, or approaching retirement, it’s never too late to start saving with a Traditional IRA or a Roth IRA.
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Find the answers to point you in the right direction before saving with a Roth IRA.
Are you interested in opening a Roth IRA, but have some questions? The questions and answers given here may help you make a more informed decision on whether a Roth IRA is right for you.
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Find the answers to lead you in the right direction before saving with a Coverdell ESA.
Are you interested in opening a Coverdell education savings account (ESA) for a child but have some questions? These questions and answers may help you make a more informed decision on whether an ESA is the right choice.
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Find the answers to guide you in the right direction before saving with a Traditional IRA.
Are you interested in opening a Traditional IRA but have some questions? The questions and answers given here may help you make a more informed decision on whether a Traditional IRA is right for you.
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Explore what each type of IRA has to offer to get the most out of saving for your retirement.
How does a Traditional IRA differ from a Roth IRA? Which one is right for you? Once you know the answer to the first question, you may be able to answer the second.