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Individual Retirement Accounts (IRAs)

An Individual Retirement Account (IRA) is a great way to save for retirement.  FORUM offers Traditional, Roth, and Educational accounts.  FORUM's Tradional IRA includes tax-deferred earnings, and contibutions may be tax-deductible. FORUM's Roth IRA also includes earnings that may be tax free, but contirubions are not tax deductible. The educational savings account features tax free withdrawals on qualified education expenses.*

 

FORUM also offers various depost options including savings, certificate, or liquid accounts.

Features

  • Competitive tiered rates
  • Security provided by guaranteed rates
  • Rate increase opportunities depending on IRA type
  • May include tax benefits*


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*The above is not intended to be advice.  Consult a tax advisor for your specific situation.

 

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