Archive for June 2023
New SMA IRA Rates!
Tax-deferred, guaranteed savings at a great rate AND liquidity! No matter where you are in your life, things can change. It’s always important to save money. The trick is being able to earn interest on your savings, and have easy access to cash without having to pay steep penalties to get it when you need…
Read MoreThe SMArt IRA Program
With our SMArt IRA program, employees whose employment status changes have a simple, penalty-free option to roll their 401(k) into our IRA; allowing them to keep earning 4.15% on 100% of their savings, rather than forfeiting 30% of its value to fees and penalties. Find out more by watching these videos today. For Q3 2023…
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