Roth IRA. Elderly couple on a hike.

A Roth Individual Retirement Account (IRA) is a safe and reliable way to save for retirement. Roth IRAs generally offer better tax savings and flexibility to make withdrawals. Unlike a Traditional IRA, you cannot deduct contributions to a Roth IRA. Eligibility requirements apply.

Features and Benefits
  • Contributions can be made, regardless of age
  • Flexibility to add to your retirement as often as you’d like throughout the year up to the allowed limits
  • Statements sent quarterly
Further details on IRA provisions may be found from the IRS.

What to Expect

Establishing a Roth IRA is a great decision for your financial future. To do so, you can visit any CFE branch and speak with a member service representative. You will need to be a CFE member in good standing to establish a Roth IRA account. CFE recommends you speak with a financial advisor when making any decision regarding investments and your retirement.

Learn more about planning for retirement with CFE.

Planning for Retirement

Consult your tax professional for more detailed information about Roth IRAs.

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