Skip to content

Attend a free seminar to learn the tools of a proper estate plan so you can choose the right path for you and your loved ones.

Get Started 863-222-7005

Individual Retirement Accounts (IRA)

Feel great about retirement.

Our Retirement Specialists help you prepare for your future.

IRAs

When you’re ready to retire, we want you to really be ready. Our IRA options are designed to help you maximize your retirement savings, so you’ll be set for your golden years.

We Offer Two IRA Options:

Traditional IRA

This retirement account allows you to defer taxes on your earnings made and deductibility of your contribution is based on your IRS guidelines. All earnings of your traditional IRA remain tax deferred until you make withdrawals, which are taxed as ordinary income during the tax year of their withdrawal.

Learn More XX

Roth IRA

An IRA is a non-deductible retirement account that features tax-free withdrawals for certain distribution reasons after five years. To qualify for a Roth IRA, you must have earned income (or your spouse must have earned income). You may contribute any amount up to 100% of your compensation or $6,000 (whichever is less), as long as your Modified Adjusted Gross Income is within the limits established by the government (last set in 2019). An additional $1,000 is allowed to be contributed for those over 50.

Learn More XX

Our Retirement Specialists are ready to answer any questions you may have regarding Individual Retirement Accounts and how we can help you!

PBP07604-3

Meet the Team

Get to know the local team of smiling faces managing your Crews Bank & Trust account.

Say Hello

Blog

On Our Minds

 List ranking the top 15 wealthiest individuals on the planet, showing total net worth, YTD $ change, country of origin and which industry they're in.

Chart of the Day: Top 15 Individuals

July 10, 2025

Today’s Chart of the Day is from Bloomberg’s Billionaires Index, listing the 15 wealthiest individuals on the planet.

A pile of financial documents next to a calculator.

Best Practices for Organizing Your Financial Documents

July 9, 2025

Keeping your financial documents organized is essential for managing your money and preparing for the future, no matter what life stage you’re in....

List ranking the top 15 wealthiest individuals on the planet, showing total net worth, YTD $ change, country of origin and which industry they're in.

Chart of the Day: Amazon Clothes for the Win

July 8, 2025

Today’s Chart of the Day, from Wells Fargo in an article by Sherwood, is something to ponder the next time you’re at the mall - if you still go.