Don't get left behind, Wealth & Retirement Planning
Interra Investments is committed to ensuring Interra Credit Union members have access to financial planning – helping develop strategies to make the future what you want it to be. The qualified professional collaborative advisors will help you at whatever stage in life you find yourself, just starting out or about to retire … and beyond.
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Developing a strategy, with savings goals to provide a steady income stream at retirement, can be challenging. The financial advisors at Interra investments have the tools to help you along the way, to help you prepare for the future. They will have a conversation with you to learn about your goals and discuss your current financial situation. Then, they will be able to provide you with an individualized plan. o Developing and understanding your income planning strategy is a first step in helping you pursue your financial goals.
Individual Retirement Accounts (IRAs)
IRAs can offer you a great opportunity for tax advantages as you save for your retirement.
Types of IRAs:
- Traditional IRA
- Rollover IRA
- Roth IRA
- SIMPLE IRA
- SEP IRA
- Trust IRA
Schedule an appointment today with one of our financial advisors to consider your IRA options.
Business & Agribusiness Owner Retirement Plans
The Interra Investments team understands how to guide you through your unique retirement planning needs. Let one of the advisors help you develop a customized plan for you. Types of retirement plans include:
- Traditional 401(k) – Medium to large size companies with more than 100 employees o Solo 401(k) – Companies with an owner and spouse as its only employees
- SIMPLE IRA – Companies with less than 100 employees
- SEP IRA – Companies with one to several employees
- 403(b) plans – Nonprofit organizations
- Defined Benefit Plans – Traditional pension plans
Calculators and tools are provided for educational purposes only. The projections or other information generated by the use of these calculators regarding the likelihood of various outcomes are hypothetical in nature and are not guaranteed. Certain considerations are not included which could alter the results shown, such as taxes, fees, charges and expenses. Results may vary with each use and over time.