Affinity Federal Credit Union

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	IRAs: Traditional & Roth How Much Can I Contribute to an IRA? Your income Spouse's income Your age Spouse's age Do you participate in a retirement plan at work? Filing status: ©Leadfusion, Inc.		Whether you're looking to open a new IRA, rollover or consolidate an existing IRA, Affinity can help you achieve your goals. Traditional IRA/Roth IRA Rollovers and Other Issues Retirement Plan Distribution & Rollover Guide IRA Service Center Regardless of the type of IRA you want to open, Affinity offers the following account options: IRA Service Center Visit our IRA Service Center, where you can open new Traditional, Roth, or Coverdell Education Savings accounts, as well as peform transfers and rollovers on existing accounts or request IRA distributions. IRA Accumulator Account: This account grows based on regular deposits. With a competitive yield and a minimum deposit of only $50, this is a great account if you're just starting your saving.¹ IRA Money Manager: These money market accounts have steady returns and minimal risk, with a minimum deposit of only $500. Plus, with a tiered dividend rate, the more you save the more you earn. Some restrictions may apply.¹ IRA Certificate Accounts: Certificates offer you our highest rates of return and the flexibility to choose the length of your investment-from six to 60 months-all with a minimum deposit of only $500. Some restrictions may apply.¹ IRA Investment Opportunities: Affinity Financial Advisors can help you select which investment products - mutual funds, stocks, bonds, and others - will help you meet your retirement goals and determine the level of risk with which you are comfortable.²
	Get Started		To open a new IRA or service an existing IRA, visit the IRA Service Center, contact our Member Service Center or visit any branch location. To learn more about IRA investment accounts, please contact a Financial Advisor.
			¹ IRA Accumulator, IRA Money Manager & IRA Certificate Accounts are insured by the NCUA up to $250,000. ² Securities offered by Affinity Investment Services, LLC, 73 Mountain View Boulevard, Basking Ridge, NJ 07920, member FINRA/SIPC. Investments offered by Affinity Investment Services are not deposits or obligations of Affinity Federal Credit Union. They are NOT NCUA INSURED and NOT GUARANTEED by Affinity Federal Credit Union or any governmental agency and are subject to INVESTMENT RISK, including LOSS of PRINCIPAL. Investments may lose value. Affinity Investment Services, LLC is a wholly owned subsidiary of Affinity Federal Credit Union. Affinity Investment Services, LLC Business Continuity Disclosure Statement.

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