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Here’s why you might want to start a Traditional IRA:

  • It’s customized. Choose from a variety of IRA products.
  • It’s flexible. Contribute as much as you want each year, up to $5,600.
  • It’s tax-advantaged. Most people can take a deduction each year they contribute to their account.
  • It’s a team effort. Visit a branch and a Financial Service Representative will work with you.

A Silver Lining for Your Golden Years

Is that a gray hair on your well-groomed head? Or are you sporting an orange mohawk? Whatever your age, it’s time to start preparing for retirement. With a Traditional IRA, you pick investments that suit your comfort level, contribute a few hundred or few thousand dollars each year, and get tax benefits along the way. When the day comes you’re totally gray, at least you’ll have plenty of green.
 


Contact Us to Learn More


 
Workers offers IRA products to help you satisfy your retirement planning needs. Just call or stop by any of our branches and speak to a Financial Services Representative in Massachusetts for retirement planning, call 978-353-7175 or email us.

Disclaimer

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

A Safe Place for Your Money

As a member of Workers, take comfort in knowing that every dollar you deposit is safe, secure, and 100% insured. All deposits are fully insured by a combined insurance coverage of the NCUA, up to $250,000, and the MSIC covers the rest. Now that’s safe keeping.