Planning your Retirement
PFSA provides members a complimentary retirement needs analysis through their local Membership Representative. Let us help you determine the best retirement strategies
PFSA Prosperity Plans – Tax deferred or even tax free (Roth IRA) savings.
Life expectancy is getting longer, this is great news for retirees, you can expect to enjoy longer retirements, but that also means your retirement savings will have to last longer too. PFSA offers retirement plans that can complement your social security and pension benefits.
- Prosperity Traditional IRA
- Prosperity Roth IRA
- Prosperity SEP-IRA
- Ira Rollover
- Flexible contributions - Low Entry Level - Start with $100
- Special Offer - For accounts over $10,000 earn a higher interest rate
- Tax Deferred
- Rollovers accepted