There are many different ways to save for retirement. One way is with Individual Retirement Accounts (IRAs). Your IRA investments should always be managed by a tax professional.
At Allegiance we offer IRA CDs and an IRA Savings Account. These accounts earn returns that may offer you favorable tax benefits.
Each type of account has a different set of eligibility requirements as well as maximum amounts that can be invested.
Before investing in one of our IRA accounts we recommend that you speak with a tax professional to ensure that you’re choosing the best option for you and that you’re eligible for the account type you’re picking.
We’re happy to be part of your journey towards a meaningful and fulfilling retirement lifestyle!