Your retirement savings built security for you, now pay it forward with smart estate planning. From beneficiaries to distributions, we’ll help you shape a future for your family and loved ones.
You’ve worked hard your whole life, your future shouldn’t depend on good luck or good timing. An IRA helps you save steadily over the long haul, with dividends that grow year after year, plus potential tax advantages to put more bucks in your back pocket.
IRAs work best for:
Somerville's Credit Union offers two types of IRA, each with its own benefits. Get to know the top-level differences to help make a smart choice for your situation.
You’ve got a vision for the future and the commitment to get there.
Roth or traditional IRAs can tweak your tax burden, now or later.
Works alongside 401(k) and employer retirement plans.
Retirement, taxes, rates and returns … it can sound real complex, but at Somerville’s we can make it a little easier. Reach out to discuss your retirement plans.
