Individual Retirement Account (IRA)
Whether you want to add to your retirement savings, start a retirement plan or rollover a 401K, Sun has a great IRA solution for you. Choose from a variety of CD terms with competitive rates.
Key Features:
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Traditional IRA
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Roth IRA
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Rollover IRA
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A personal retirement CD or savings vehicle that grows on a tax-deferred* basis until you withdraw funds. Get started for as little as $500.
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A personal retirement savings vehicle with the potential for tax-free* growth. Get started for as little as $500.
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A traditional IRA designed to hold funds rolled from an employer plan. Keeping the assets separate from other IRAs may allow you to roll funds into another employer plan at a later date.
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Also, ask us about our Equity Link CD** available through Sun Financial Services. Another great choice for your IRA.
We can help you select the IRA solution that meets your retirement goals. Email or call us today at 1.800.SUN.9066
*Ask your tax advisor.
INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and registered investment advisor, is not affiliated with Sun Financial Services, LLC, or Sun National Bank. Securities, advisory services and insurance products are offered through INVEST, and affiliated agencies are not insured by the FDIC or any other government agency; are not deposits or other obligations and are not guaranteed by any bank; are subject to investment risks, including possible loss of the principal invested.
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