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Here’s how a Roth IRA could help you bank better:
Please fill out the form below and Coastal will reach out to you shortly. We would like to learn more about your interest in our IRAs
1. Please consult a tax advisor for contribution eligibility
2. APY - Annual Percentage Yield. For more details, see the Truth-In-Savings Disclosure and Rate Table. Fees may reduce earnings on account. Rates subject to change without notice after account opening. Penalty for early withdrawal. APY is accurate as of the last dividend declaration date.
3. Certificate requires $250 minimum to open and will automatically renew at the end of the term. is based off of an 18 month certificate. Fees may reduce earnings on account. Rates subject to change without notice. Penalty for early withdrawal. APY is accurate as of 03/01/2023.
4. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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