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At San Mateo Credit Union, we believe our members are stronger when they feel secure about their retirements. That's why we offer Roth IRAs as an option to help you meet your retirement goals.
When it comes to choosing between a Traditional IRA and a Roth IRA, the choice is a very personal one, and something that you should talk about with a qualified professional.
Essentially, a Roth IRA is a retirement account that you fund with after-tax dollars (that's the opposite of a 401(k) or Traditional IRA, where you use pre-tax money).
Some unique features of the Roth IRA are:
As with any investment tool, the decision to use a Roth IRA should be discussed with a financial professional first. So please give us a call at (650) 363-1725 or stop by a branch to talk through your options.
* SMCU does not provide tax advice. Please consult with your tax or legal advisor to determine how this information may impact your own situation. The information on this site should not be relied upon as investment advice or solicitation. Statements of fact are considered reliable but no representation or warranty is made as to their completeness or accuracy.
A new look for us means better experience for you. Our redesigned site makes it easy to find what you need and it looks great on desktop and mobile.
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