Our Individual Retirement Accounts (IRAs) can help you prepare for the future. The tax advantages it provides, and the $250,000 of insurance per account that Patelco provides to protect your investment, makes the IRA one of the best and safest ways to ensure your future security.
Open an IRA with our Application/IRA Form
Visit our IRA Service Center:
- Learn about IRAs
- Plan your retirement with calculators
- Open a new IRA
- Service an existing IRA
Patelco also offers the SEP-IRA, or Simplified Employee Pension. This is a retirement plan through which self-employed individuals can make contributions to their IRA. The contribution limit for tax year 2006 is $44,000, and $45,000 for tax year 2007.
Be sure to consult your tax advisor for specifics related to the tax
deductibility of contributions in your state. For more information regarding tax law changes and how they might affect you, visit the IRS online. |
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Meet with a Patelco
Financial Advisor.
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Get a head start on your taxes.
TurboTax Online
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Wealth Management
Assistant. Find out
how you can reach
your savings goals.
WMA
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