| The Traditional IRA is a high yielding Investment Account designed to encourage saving toward retirement with "before tax" dollars. Any individual under age 70 1/2 years of age is eligible to enroll in this program. |
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| The Roth IRA is a high yielding, nondeductible Investment Account that features tax-free withdrawals of certain distributions after a five-year holding period. It is designed to encourage saving toward retirement with "after tax" dollars. An individual with earned income, regardless of age is eligible to enroll in this program. |
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| The Coverdell Education Savings Account (CESA), formerly the Education IRA, is a high yielding Investment Account with a very specific purpose. It allows individuals to save toward a child's higher education on a tax-favored basis. I.e., while it is a non-deductible account, it features tax-free and penalty-free withdrawals for certain qualified higher education needs. |
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Health Savings Account
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| The Health Savings Account is a high yielding Investment Account designed to pay for qualified medical expenses of the participant and his/her family members. Any individual, regardless of age or compensation, is eligible to participate if they are covered under a High Deductible Health Plan. Contributions are fully tax deductible and qualified medical expense distributions are tax free. |
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