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Individual Retirement Accounts (IRAs) are a great way to save for retirement. FORUM offers Traditional, Roth, and Educational accounts. FORUM's Traditonal IRA includes tax-deferred earnings, and contributions may be tax-deductible. FORUM's Roth IRA also includes earnings that may be tax free, but contributions are not tax deductible. The educational savings account features tax free withdrawals on qualified education expenses.*
FORUM also offers various deposit options including savings, certificate or liquid IRA accounts.
*The above is not intended to be advice. Consult a tax advisor for your specific situation.
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©2018 FORUM Credit Union