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Here’s how a SEP IRA could help you bank better:
1. Please consult a tax advisor for contribution eligibility
2. APY - Annual Percentage Yield. High Yield IRA Savings requires $100 minimum to open. 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. 1.00% APY is based off of a 60 month certificate. Fees may reduce earnings on account. Rates subject to change without notice. Penalty for early withdrawal. APY is accurate as of 03/19/2020.
>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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