If you are retiring soon, or thinking ahead to those golden years, a smart plan is essential to ensuring a secure financial future. RTN has the resources to help you sort out your options.
The Credit Union has a selection of IRAs (Individual Retirement Accounts), which are great retirement saving tools as they provide tax incentives, and your earnings grow tax deferred. We offer Traditional and Roth IRAs along with SEP (for small business owners) and Coverdell (for qualified education expenses). You also can open an IRA Savings Account and IRA Savings Certificates.
All RTN retirement accounts are federally insured by the National Credit Union Administration (NCUA), an agency of the US Government, up to $250,000 per account by ownership type. In addition, account balances in excess of the amounts insured by NCUA are insured in full by the Massachusetts Share Insurance Corporation (MSIC).
For more information or to open at RTN IRA, call the IRA Department at 781-736-9857.
For a comprehensive investment strategy, including retirement planning, the representatives at RTN Financial & Retirement Group* are available to meet with you at your convenience to help you develop a personalized plan. They are fully registered, licensed and experience professionals dedicated to building financial strength and security for those they serve. For more information about the RTN Financial & Retirement Group, call 781-736-9877.
*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guaranteed. Not a deposit of any financial institution. FR-1789033.1-0517-0619