Individual Retirement Account

We offer savings options to help with your saving goals. Choose between our higher-yield accounts such as a Term Deposit Account, or select other applicable savings options. Whatever your future goals may be, we have a savings account that will suit your needs.

The rates may change after the account is opened for all savings accounts except Term Deposit Accounts and Individual Retirement Accounts. Here at CASE, we offer you the Traditional IRA, Roth IRA and the Roth Conversion IRA for your retirement needs. All options are insured by the National Credit Union Administration (NCUA) up to $250,000. Deposits may be tax deductible. Consult your tax advisor. All options offer a competitive interest rate.

View our current competitive rates

• The Traditional IRA is available to anyone under age 70-1/2 with earned income. The maximum deposit per year is $6,500 for those under the age of 50 or $7,500 for those over the age of 50.
• The Roth IRA is similar to the traditional IRA, except it offers additional opportunities to contribute and more options for tax-free withdrawals. You can contribute to your Roth IRA at any age as long as you have earned income.
• The Roth Conversion IRA is established when you elect to move assets from a traditional IRA to this option. Moving these funds is subject to certain conditions.