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Retirement Accounts

Here for the whole journey.

Advice, accounts, and vision for the next stage of life.

Feel confident in your future. Personalized financial advice about all the topics and retirement strategies you’ve been wondering about.

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IRA Share Certificates

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Investments

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Financial advising

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Retirement strategies

Calculate your retirement

Current Savings
$
$
Interest Rate
%
1
100
Adjust for inflation
Dividends compound monthly. Read assumptions

Total Retirement Savings

Annual Retirement Income

Traditional & Roth IRA Share Certificates

IRA Share Certificates offer an insured, secure, tax-advantaged way to save. Traditional IRAs generally allow tax-deductible investments, while Roth IRAs generally allow tax-free withdrawals. Consult a tax advisor for more information.

Design a retirement strategy.

Retirement means different things to different people. You might be looking for more time, more energy, beaches, or just a job that pays less. Whatever it is, design a holistic strategy that helps you get there.

Build an investment portfolio with expert advice.

Work with a financial expert to balance risk and develop a confident investment strategy.

*Investments are not deposits; not NCUSIF insured; and not insured by any federal government agency. No credit union guarantee. May lose value.

Accounts

IRA share certificates through Alta Vista, investments through our partners.

Advice

Expertise and financial skills.

Vision

We can help you see the whole picture.

We can help you make the journey.

  • 1

    Plan

    All the right accounts in all the right places.

  • 2

    Adjust

    Continuing advice to adjust to life’s events.

  • 3

    Retire

    Time. Energy. New experiences. A different job. Enjoy it.

Where would you like to start?

great credit union run so professionally, and they really care about all account holders. I've been with Alta Vista since 1987. I have no regrets other then the fact that i have moved out of California.

— Sylvia A
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