Planning for Your Future

No matter what your future financial goals may be, we can help you meet them. Whether you’re ready to start saving for retirement or you want to invest and grow funds for a future purchase, we can guide you toward the best personal retirement plan for your individual situation.

Retirement represents your golden years. We’re here to help you save now so you’ll be able to enjoy those years to the fullest.

Traditional IRAs
Save for retirement with tax-deferred earnings and flexible investment options. Our Traditional IRAs offer a wide range of investment options, including traditional savings accounts and CDs. Tax-deferred earnings mean you don’t pay taxes until it’s time to withdraw your funds.

Roth IRAs
Start your retirement savings today with after-tax dollars — so you don’t have to pay taxes at retirement. Your retirement savings grow with money that’s already been taxed. So when it’s time for retirement, your funds are completely yours. Our Roth IRAs give you a range of investment options, including traditional Savings accounts and CDs.

A convenient way to save for education, whether K through 12, college or trade school. The Coverdell Education Savings Account is a smart, easy way to put money aside for a loved one’s education. Qualified expenses for almost every age and education level are covered. Your distributions are tax- and penalty-free if used for qualified education expenses. And the recipient, at age 30, can transfer any remaining balance to another family member who is under the age of 30 to be used for educational purposes.

The financial advisers at First Federal Lakewood Investment Services can help you plan for a bright financial future. From assessing your goals to guiding you through risk management and finding the right investment opportunities, we can put together a plan that takes advantage of our broad range of solid investment products and sensible financial services.

Visit the First Federal Lakewood Investment Services website to get started.
 
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