Individual Retirement Accounts (IRAs) & Retirement Savings
Save for the future with IRAs and investment options from SharePoint Credit Union. Whether you’re saving for your retirement or for a child’s education, our team members can help you reach your goals. We can also refer you to a personal investment advisor for further assistance. Ask us how SharePoint Credit Union can help you build your funds!
Coverdell Education IRAs
Open a Coverdell Education Savings Account (CESA) to finance a child's elementary, secondary, technical, college, or post-graduate educational expenses. This account (formerly known as an Education IRA) is a long-term savings account; earnings accumulate tax-free and all distributions are tax-free when used for qualified educational expenses. Unused balances can even be passed on to benefit another family member.
Individual Retirement Accounts (IRAs)
SharePoint Credit Union offers convenient IRAs to help you diversify your personal savings plan and reach your retirement goals. IRAs are safe, secure savings solutions; dividends are paid quarterly on IRA savings and IRA Certificates. They're an easy way to earn more interest and supplement your retirement savings account.
I am interested in a
Transfer IRA Funds to SharePoint
For more information, please call a knowledgeable SharePoint Representative at (952) 930-0700.
This information is not intended to provide legal advice or to be a detailed explanation of the rules or how such rules may apply to your individual circumstances. For more specific information, please contact your financial advisor or tax professional.
Investment & Insurance Services
SharePoint Credit Union members can grow and manage their wealth with ease! Ask our staff how our automated investing service, EasyVest™, can help you accomplish your financial goals. As a local credit union, we are committed to helping our members on their financial journey and would be happy to discuss your options with you. We can also refer you to personal investment advisor Joe Zandlo for further advice and expertise!
Personal Investment Advisor
Joe Zandlo, EdD, Financial Advisor*
Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income, or long-term care insurance protection, Joe can give you a new level of attention, insight and capability.
EasyVest™
Invest with as little as $200!*
EasyVest is designed to make investing simple and accessible with an automated system that constantly processes and analyzes live market data to optimize your portfolio based on your goals.
*Securities and advisory services are offered through Mass Mutual Life Insurance Company (Mass Mutual) , a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through Mass Mutual or its licensed affiliates.
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.
EasyVestTM Details: SharePoint Credit Union has partnered with Access Softek Advisory Services LLC and DriveWealth LLC, a SEC-registered broker-dealer and member FINRA/SIPC, which are not affiliated with the credit union to provide this fee-based service. A $200 minimum opening deposit required to open an account; investors must be at least 18 years of age. An investment account is not insured by the NCUA or any government agency; is not an obligation of the credit union; is not guaranteed by the credit union; and involves investment risk and may lose value, including possible loss of principal.
Highlights
Financial Management
Insurance Planning
Minimizing Income Taxes - Now and Upon Retirement*
Investment Planning
College Education Planning
Retirement Planning
Financial Calculators
Financial News Articles from Library
Check the Background of this Investment Professional on FINRA’s BrokerCheck
