Roth IRA

Most financial advisors recommend a part of each check go to your retirement. Our Roth IRA grows tax-deferred – maximizing your interest over what may be a long period before your final workday.

  • Tax-deferred growth potential
  • Tax-free withdrawal if you meet certain requirements
  • Contribute up to $5,500 annually ($6,500 if over 50 years old) depending on filing status and income.
  • Two options - IRA Money Market Account of IRA Certificate of Deposit

United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Urban Partnership Bank does not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Urban Partnership Bank does not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.

For more information, contact us or visit your local branch

IRA

Pay Yourself First
Put some of each paycheck in your savings. Over time, you’ll grow a nice rainy day fund.

The private investment in this new financial institution demonstrates commitment to restoring the economic vitality of our communities.

- David Vitale
Chairman, Urban Partnership Bank