Health Facilities FCU offers several IRA's (Individual Retirement Accounts) to help you save for the future. Improvements in IRA accounts gives added flexibility to achieve your long-term goals.

Roth

The Roth IRA is a nondeductible IRA that lets you invest after tax dollars. The plan offers you several options that will allow you to withdraw your money tax-free!

Education

Invest up to $2000 per child per year to pay for future college expenses.

Traditional

A traditional IRA is a great way to save for the future. Contact your tax advisor regarding annual contributions and deductions.

Rollover

When funds are disbursed from a tax qualified plan such as profit-sharing, 401k or stock bonus plan, employees can choose to rollover the portion of funds that have not yet been taxed into an IRA. Direct transfers from other financial institutions can be made as well.

HFFCU offers:

Fixed Rate IRA

  • 12 month term
  • Dividends compounded quarterly
  • No fees

Variable Rate IRA

  • No set maturity date
  • Dividends compounded monthly
  • Deposits made at any time
  • Changeable to a fixed rate IRA at any time

* This is a printer friendly version of the original page, made to save you ink and paper.

Health Facilities Federal Credit Union: Our Members Are the Reason We Exist


Individual Retirement Accounts

Health Facilities FCU offers several IRA's (Individual Retirement Accounts) to help you save for the future. Improvements in IRA accounts gives added flexibility to achieve your long-term goals.

Roth

The Roth IRA is a nondeductible IRA that lets you invest after tax dollars. The plan offers you several options that will allow you to withdraw your money tax-free!

Education

Invest up to $2000 per child per year to pay for future college expenses.

Traditional

A traditional IRA is a great way to save for the future. Contact your tax advisor regarding annual contributions and deductions.

Rollover

When funds are disbursed from a tax qualified plan such as profit-sharing, 401k or stock bonus plan, employees can choose to rollover the portion of funds that have not yet been taxed into an IRA. Direct transfers from other financial institutions can be made as well.

HFFCU offers:

Fixed Rate IRA

  • 12 month term
  • Dividends compounded quarterly
  • No fees

Variable Rate IRA

  • No set maturity date
  • Dividends compounded monthly
  • Deposits made at any time
  • Changeable to a fixed rate IRA at any time



All rights reserved. Copyright 2009 - 2010, Health Facilities Federal Credit Union