Investments

 

 

At LifeStore we are dedicated to providing you with the products, services and professional advice to assist with your financial needs. We understand that each customer is different and has unique financial goals.  For example, there are a number of Individual Retirement Accounts (IRAs) that may be suitable for your needs.

Traditional IRA

An account that allows you to defer taxes on your earnings until they are withdrawn. Certain contributions are tax-deductible in the tax year for which they are made. Some age, withdrawal and contribution limitations apply.

Roth IRA

Contributions are nondeductible and feature tax-free withdrawals for certain distribution reasons after a 5-year holding period. Contributions are made on an after-tax basis. People who expect to be in a higher tax bracket when they retire may benefit more from this account. Some contribution and withdrawal limitations apply.

Coverdell Education Savings IRA

Contributions are also nondeductible. This account features tax-free withdrawals for a very specific purpose only: a child's higher education expenses. Qualified higher education distributions are penalty and tax-free (Traditional/Roth offer penalty-free only). Some contribution and withdrawal limitations apply.

Certificate IRA

Acts just like a normal Certificate of Deposit (CD), but set up as an IRA for tax purposes. Accounts are available in several terms. Contribution and withdrawal limitations apply (no fixed regular contributions allowed, penalty for early withdrawal).  Click here to learn about our CDs and CD IRAs and our current CD promotions.

In addition to IRAs, there are a number of other financial products that may be appropriate for your situation.  To clarify your financial needs, we offer a free customized financial analysis at no obligation. Call or stop by one of our bank branches to learn more.

To access your account, please click here to login - use Financial Organization Number 157



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