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Individual Retirement Accounts

Types of IRAs

Traditional IRA

Put more into retirement and less into taxes with an Individual Retirement Account. Both you and your spouse may potentially contribute up to $5,000 into an IRA if you or your spouse has earned income. Additional catch up contributions can be made by individuals over fifty years of age. 

ROTH IRA

The Roth IRA allows tax-free "qualified withdrawals." The required minimum distribution rules do not apply with the Roth IRA which allows this IRA to also serve as an estate planning tool. You can convert your existing regular IRA to a Roth IRA subject to full taxation. 

Education IRAs

Up to $2000 per child per year may be put into an Education IRA. Distributions used for qualified education expenses will be tax free.  They are now known as Coverdell-Education Savings accounts. 

Your IRA Options

Variable Rate IRA CD

The Advantage IRA Account offers you a variable rate Certificate of Deposit.

With our Advantage IRA, you can make additional deposits throughout the year through payroll deduction or other means.

The minimum amount to open this account is $50.00.  You can make additions to the account at any time with a $25.00 minimum amount.

The account is automatically renewable on December 31st for a 1 year period.  Interest is compounded quarterly on this account with a maximum term of one year.

Fixed Rate IRA CD

The fixed rate IRA CD offers you the security of a guaranteed rate for a 2 year period of time.  Interest compounds annually .  Usually requires a minimum of $500.00.  

Your IRA Contacts:

  • Debbie Bennett        (920) 623-4000 Ext. 8404
  • Peggy Schleicher     (920) 623-4000 Ext. 8403
  • Dave Harle               (920) 623-4000 Ext. 2301
  • Pat Felder               (920) 484-6505 Ext. 2601
  • William Medema      (920) 348-5141 Ext. 2502
  • Beverly Weinheimer  (920) 386-2100 Ext. 2403

Copyright 2009. Farmers & Merchants Union Bank. Contact Us.

Farmers & Merchants Union Bank is participating in the FDIC's Transaction Account Guarantee Program.  Under the program, through December 31, 2010, all noninterest-bearing transaction accounts are fully guaranteed by the FDIC for the entire amount in the account.  NOW accounts paying a higher rate of interest will not be eligible for the additional coverage under the program.  Coverage under the Transaction Account Guarantee Program is in addition to and separate from the coverage available under the FDIC's general deposit insurance rules. On May 20, 2009, FDIC deposit insurance temporarily increased from $100,000 to $250,000 per depositor through December 31, 2013.

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