Individual Retirement Accounts
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Start planning your future now with an IRA from MAX!
MAX offers a variety of IRAs perfect for long-term financial planning.
These personal savings opportunities can also get you a break on your taxes - depending on current tax laws, all or part of your annual contributions to an IRA may be deferred. Consult your tax planner for more information.
IRAs from MAX include:
Traditional IRA
This IRA is easy to maintain and offers members important tax advantages such as deductible contributions and tax-deferred earnings.
Roth IRA
An exciting new personal savings option. Earnings from a Roth IRA that are distributed in a qualified manner are not subject to federal income tax.
Education IRA
Finance a beneficiary’s qualified education expenses with contributions to a Coverdell Education Savings Account.
Below you will find MAX IRA Brochures and Applications in PDF format. If you do not have Adobe Acrobat Reader, you will need to click on "Get Acrobat Reader" below and follow the instructions. Then come back and download the application you need, fill it out online, mail it, or bring it into a MAX Branch.
Get Acrobat Reader
Information
IRA Rates
IRA Disclosure (PDF: 18 KB / 2 pages)
Traditional IRA
Download Brochure (PDF: 15 KB / 2 pages)
Download Application (PDF: 62 KB / 2 pages)
Roth IRA
Download Brochure (PDF: 11 KB / 2 pages)
Download Application (PDF: 55 KB / 2 pages)
Education Savings Account
IRS.org for Coverdell Education Savings Account Information
IRS.org for Coverdell ESA Form and Instructions
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