Make an Individual Retirement Account (IRA) Contribution for 2008.

Making an Individual Retirement Account contribution is a great way to help grow your retirement fund and potentially reduce your tax burden.1

As a US citizen with earned income, the sooner you open an IRA account and begin to make contributions, the greater your earning potential.


To get started, please answer the following questions.
Your answers will determine what forms you need to open an IRA with the Investment Centre.
Are you currently a UNFCU Investment Centre client?
Yes No
Would you like to open a traditional IRA or a Roth IRA?
Traditional IRA Roth IRA
Would you like to transfer a traditional IRA or a Roth IRA?
Traditional IRA Roth IRA Both
Are you interested in moving funds between your investments and your UNFCU accounts?
Yes No
Full Name:
Email:
Telephone (Optional):

 

 


 
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1. Consult your tax advisor to confirm your IRA eligibility and contribution limits.

2. This chart is for informational purposes only and is not intended to provide financial advice. All examples are hypothetical, are not guaranteed, and are for illustrative purposes only. The chart assumes that the account owner is eligible to make contributions of $4000 on the first of each year, and that they grow at a 7% annual rate, compounded annually. It also assumes that no distributions are taken from the account. The estimated balance shown would be impacted by taxes due upon distribution.

Securities and investment advisory services offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, Inc. Member FINRA/SIPC, an independent broker/dealer, and are: not NCUA insured; not guaranteed by the United Nations Federal Credit Union; subject to risk and may lose value. Investments made and products sold via the Investment Centre are not FDIC/NCUA insured and are subject to risks, including the possible loss of principal. The Investment Centre at UNFCU is a division of UNFCU Financial Services LLC, a wholly owned subsidiary of UNFCU.

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