Types of Catholic United IRAs*
Our Individual Retirement Annuity savings plans are below:
Your contributions to a Catholic United Traditional IRA* will, in most situations, provide tax-deferred retirement savings with guaranteed minimum returns free from stock market risk.
Savings to a Roth IRA provide the same guaranteed minimum returns and security, while providing later tax-free distributions under defined circumstances.
How do I get started?
Consider the following first steps to the confidence found in our Individual Retirement Annuities:
Membership in Catholic United Financial starts after you purchase a product from us. Membership means aligning your finances to your faith, and:
- Making Catholic United grants and incentive programs possible
- Encouraging volunteer work
- Fundraising for Catholic parishes, schools and religious education programs
- Participating in the business decisions of a company that is member-owned and member-operated
Specialized Retirement Plans
Tax-Sheltered Annuities (TSAs)
Retirement savings plans 403(b) for employees of public schools, certain tax-exempt organizations and ministers that allow for contributions on a pre-tax basis.
Simplified Employee Pension (SEP) Plan
Flexible plan for employers that allows for, in many cases, tax-deductible plan contributions and tax-deferred investment growth with simplified administrative features.
Please note: Catholic United Financial does not provide tax or legal advice. Consult your personal tax or legal advisor with questions about your specific situation.
*Catholic United Financial IRAs are Individual Retirement Annuities.