Make The Golden Years Golden.
You’re never too young to prepare for retirement, and TruStone is at your side to plan and achieve your goals for the golden years. With Traditional and Roth IRAs, we’ll get you there.
Your future self thanks you.
A comfortable retirement means adequate income to cover your living expenses. We offer savings accounts and certificates for both Traditional and Roth IRAs, both with unique tax perks, so you can choose the best option for your future self.
The Right Mix.
Depending on where you are in your retirement preparedness journey, it’s important to have a menu of investment pathways to activate – from slow-and-steady to fast-and-furious, and anywhere in between. After assessing your age, income trajectory and goals we will get you on the perfect path – together.
- Traditional IRAs: make tax-deductible contributions, and your taxes are deferred until you begin making withdrawals.
- Roth IRA: make contributions after-tax dollars and your withdrawals are potentially tax-free.1
Manage your accounts anytime, anywhere.
- Check Your Credit Score2
- Set-Up Alerts
- Send & Receive Money
- Track, Manage, Budget with Financial Tracker
- View Personalized Loan Offers
- Quickly and easily check your account balance, deposit checks, make transfers, pay bills and more
With so many ways to save, there's no wrong choice.
Certificates
Where your money really thrives at guaranteed rates for different term lengths. As a not-for-profit, we are able to extend dividend rates that often surpass those from big banks.
Health Savings Account
Navigating the tricky and unpredictable world of health insurance isn’t fun. TruStone can help take the sting out of unexpected expenses.
Money Market
Watch your money grow faster with the higher yields of a money market account. It’ll take a little bigger deposit, but boy it's worth it.
1Consult your tax advisor to find out what tax benefits may be applicable to your situation.
2Credit Monitoring and Score are for informational and educational purposes only. There are various types of credit scores, and TruStone may use a different type of credit score to make lending decisions.