EDUCATIONAL IRA

Start saving for their education, today

Worried about educational expenses? An Educational IRA might be able to help.

Key Features

Penalty
Free
Tax
Free

Make Sure You're Ready When They Are

Cost of living is rising in the Bay Area, and educational costs are no exception. An Educational IRA is a great way to prepare for your child's expenses. Pay for tuition, books, even school uniforms.

 

Additional info:

  • The total annual contribution for 2019 is $2,000
  • The 2019 Coverdell Educational Account Contribution Deadline is April, 15th 2020

Contribution limits may apply according to contributor's  modified adjusted gross income (modified AGI). Your limit may vary. Please see IRS Publication 590 (Coverdell Education Savings Account) or a tax professional for more details.

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Natalie. Being put first.
CHECKING

Free checking you can count on

We offer the Bay Area's best checking account – easy, free, and with no minimum balance or monthly fee.

 

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Natalie. Being put first.
Liz, proud Bay Area Native.
Putting her first since 2013.
PLATINUM VISA CREDIT CARD

Say goodbye to credit card fees

Get the card that cuts out fees while giving you rewards, overdraft protection, and leading rates.

 

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Liz, proud Bay Area Native.
Putting her first since 2013.

Let's Talk

As a local credit union, we measure our success one member at a time. We want to get to know you and help you achieve your goals. Come into a branch or call us today. Our people are happy to serve you.

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(415) 674-4800
(888) 499-FIRE (3473)
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*Please note that 'After Hours Phone Support' is available outside of regular Contact Center Hours.

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