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Compare Retirement Solutions

Bank Solutions
(FDIC-Insured)###DISCLAIMER:2_0 Bank products - BDSP###
Features Investment Solutions
(Non-FDIC-Insured)
Features
MoneyMarket Savings Pays a tiered interest rate, based on your balance, so any uninvested savings can earn money market rates Mutual funds Professionally managed mutual funds are an effective way to invest without having to choose and track individual securities
Fixed-rate Time Deposits
  • Earn a fixed rate of interest
  • Terms of 90 days to 120 months
Stocks Equity investments have historically provided the long-term growth necessary to help protect purchasing power###DISCLAIMER:2_0 Past Performance###
Variable-rate Time Deposits###DISCLAIMER:2_0 Variable Account### Retirement Income IRA CD: interest rate adjusted monthly based on movements in the U.S. Treasury one-month Constant Maturity Bills###DISCLAIMER:2_0 Constant Maturity Index### 
 
Minimum $25,000 deposit to open account
 
Make account additions and withdrawals at any time
 
Must be age 59 1/2 or older to qualify
Brokered CD service###DISCLAIMER:2_0 CDs 2### Places CDs in multiple banks, with no one bank holding more than the $250,000 FDIC insurable limit
18-Month Variable Rate IRA CD:
  • Interest rate adjusted monthly based on movements in the U.S. Treasury one-month Constant Maturity Bills###DISCLAIMER:2_0 Constant Maturity Index### 
  • Make account additions at any time while keeping original maturity date
Fixed-income securities###DISCLAIMER:2_0 Bonds### Investing in bonds and other fixed-income securities can help:
  • Provide steady income
  • Diversify your portfolio###DISCLAIMER:2_0 Diversification###
Bonus Rate Rollover Time Deposit Deposits earn an extra 0.25 percent on any new, qualifying IRA deposit for:
  • One year with terms of 36 to 59 months
  • Two years if deposited for 60 to 120 months
Core sweep options Allow you to keep free credit balances in your brokerage account working for you
 
Earn income on uninvested cash in your brokerage account -- through the Bank Deposit Sweep Program###DISCLAIMER:2_0 Bank Deposit Sweep Program###