Types of Catholic United IRAs*

Our Individual Retirement Annuity savings plans are below:

Traditional IRA

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.

Roth IRA

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:

• Contact your local Sales Representative
• Review your needs with the online Unite and Grow Fact Finder (coming soon!)
• Read the Annuity Buyer’s Guide (free PDF download)
• See the complete list of Catholic United Financial retirement products below

Membership matters

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.