- Roth IRAIRAs are tax-advantaged individual retirement accounts that are typically invested in stocks, bonds and mutual funds. Traditional IRAs provide immediate potential tax relief, while a Roth IRA has the potential for greater tax benefits when you retire. Annual contribution limits vary by year. The current limit is $6,500 for those under age 50, $7,500 for those 50 or older. Filing status and income may also affect contribution limits. Visit the IRS website for details.
- Mutual Funds
- Bonds
- Payroll ServicesNavigate the complexities of payroll procedures with affordable solutions that fit your business’s unique needs. Let Windsor Federal Bank introduce you to our local payroll services provider.
- Financial PlanningDo you feel overwhelmed by financial planning sometimes? The Banzai Coach functions like a conversation with a virtual financial advisor, and takes something hard like building a budget, and walks you through each step. It will help you set realistic goals based on your actual situation and possibly give you a perspective that you may not have considered before.