IRA & HSA Service Center

Graph iconWelcome to Retirement CentralPiggy Bank icon

Click here to access AmeriCU’s New IRA & HSA Service Center

Learn About IRAs and HSAs- Make an informed decision about your retirement with descriptions of the Traditional, Roth and Coverdell ESAs

Learn About HSAs
Make an informed decision about your health care costs with a complete description of HSAs.

Plan Your Retirement- Can you afford to retire? Calculate just how close – or far you are to your retirement savings goals with online retirement projectors.

HSA Planner
Am I eligible for an HSA? If so, how much can I contribute? And what will my HSA be worth tomorrow? Use the calculators contained within this section to help answer these questions and assist with the HSA decision making process.

Open an IRA – Open an IRA online today (must be an AmeriCU member)

Service an Existing IRAIRA transactions couldn’t be easier. Simply follow the onscreen instructions to make quick and easy transactions

Service an Existing HSA
HSA transactions couldn’t be easier. Simply follow the onscreen instructions to make quick and easy transactions.

Coverdell Education Savings Accounts Overview

Health Savings Account Overview

Retirement Plan Rollovers Overview

Individual Retirement Accounts (IRAs) Overview

Roth IRA vs. Traditional IRA

And more!

If you have questions, please call 1-800-388-2000.  If you’d like to set up an appointment with an AmeriCU Capital Management Member Financial Advisor, please call 315-356-3236

* AmeriCU Capital Management, LLC is a registered investment adviser. All investment strategies have the potential for profit or loss and past performance is not a guarantee of future results. There can be no assurance that any specific investment will either be suitable or profitable for a client’s portfolio. AmeriCU Capital Management, LLC is a wholly owned subsidiary of AmeriCU Credit Union. Non-deposit products offered here are not Federally insured, are not obligations of the credit union, are not guaranteed by the credit union, and involve investment risks, including the possible loss of principal.

This site has been designed for informational purposes only. We reserve the right to make changes and corrections at any time, without notice. No information contained on this site constitutes investment advice. Past performance does not guarantee future results.

The information provided on this Web site is in no way intended as an offering or a solicitation of a security that may be referenced upon the site. It is not intended for distribution to, or use by, any person in any jurisdiction where such would be contrary to law or regulation or which would subject AmeriCU Capital Management, LLC to any registration requirement with such jurisdiction.

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