Retirement & Investments

Everything you need to know about Retirement & Investments, from insurance to IRA calculators, we got a blog post for just about everything!

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TruStage® Auto & Home Insurance Program

Protect your property. You trust your credit union to make products and services available to help you do more with what you have. That's why we've joined with a dedicated team of insurance professionals to…
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TruStage® Life Insurance

Expect the best out of life, but be prepared. You’ve always done what’s right for the ones you love. Taking steps to ease the financial burden if you were to die is just one more…
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Beneficiary Required Minimum Distributions

When you are the beneficiary of a retirement plan, specific IRS rules regulate the minimum withdrawals you must take. If you want to simply take your inherited money right now and pay taxes, you can.…
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Traditional IRA Calculator

Contributing to a traditional IRA can create a current tax deduction, plus it provides for tax-deferred growth. While long term savings in a Roth IRA may produce better after-tax returns, a Traditional IRA may be…
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Retirement Planner Calculator

Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the…
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Retirement Nest Egg Calculator

Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be. All calculations shown using this simulation calculator are for…
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Retirement Income Calculator

Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement. Your annual savings, expected rate of return and your current age all have an impact on your…
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Roth IRA Calculator

Creating a Roth IRA can make a big difference in your retirement savings. There is no tax deduction for contributions made to a Roth IRA, however all future earnings are sheltered from taxes, under current…
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401(k) Spend It or Save It Calculator

There are several ways to manage your 401(k) balance when you leave an employer. The most fundamental of which is should you spend it or save it? Depending on your age and tax bracket, making…
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401(k) Savings Calculator

A 401(k) can be one of your best tools for creating a secure retirement, so make sure you're on track with the 401(k) Savings Calculator. It provides you with two important advantages. First, all contributions…
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