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IRA

Prepare for Your Financial Future

IRA’s offer tax advantaged savings for retirement and more.

Current IRA Certificate Specials

8-Month IRA Certificate Special

3.50% APY*

17-Month IRA Certificate Special

3.75% APY*

IRA Savings Account

.20% APY*

The Benefits of an Individual Retirement Account (IRA)

IRAs give you the power of tax-deferred growth of your savings.

Let’s you possibly save on your taxes, while building savings nest egg for retirement. Choose between a regular IRA Savings or a high-yield IRA Certificate. Both are guaranteed returns and federally insured by the NCUA

IRAs are an effortless way to save for retirement and more,

Besides retirement, IRAs can also be used for home purchases or college education (without penalties). Island Federal IRAs are insured up to $250,000 by the NCUA.3   While IRAs are a sound choice for all adults, they are a particularly good option for those who are self-employed.

Rollover funds from a former employer’s 401 (k) or other IRA account.

Island’s representatives will ensure a seamless transition from your 401(k) to your Island Federal IRA Savings or IRA Certificate.

Available as Traditional or Roth

Choose to save tax-deferred with a Traditional IRA or have tax-free withdrawals with a Roth IRA. Educational (Coverdale) IRAs are also available for college expenses for your children or grandchildren.

Looking for the Best IRA For Retirement?

An Individual Retirement Account (IRA) is a tax-advantaged savings account designed to help individuals plan and save for retirement. Choose from Traditional or Roth IRAs to enjoy benefits like tax deductions, tax-free growth, and flexible investment options. Start building your retirement savings today with a personalized IRA strategy.

IRA Savings Accounts

Planning for retirement doesn’t have to be complicated. At Island Federal Credit Union, we make it simple with IRA Savings Accounts that help you build a secure financial future while keeping your money safe with NCUA insurance protection.3   We offer both Traditional and Roth IRAs because we know everyone’s situation is different. If you want to lower your tax bill right now, a Traditional IRA lets you contribute pre-tax dollars, which can reduce what you owe this year. Your money then grows tax-deferred until you’re ready to retire and start taking withdrawals. Maybe you’d rather pay taxes now and be done with them? That’s where a Roth IRA shines. You contribute money you’ve already paid taxes on, so there’s no immediate tax break, but here’s the payoff: your money grows completely tax-free, and when you retire, you won’t owe a penny in taxes on qualified withdrawals. Whether you want tax savings today or tax-free income tomorrow, Island Federal’s IRA Savings Accounts give you the flexibility to choose what works best for your retirement goals. It’s retirement planning made straightforward, with the security and personal service you deserve.

IRA Certificates

For Members who want federally guaranteed growth with competitive returns, Island Federal’s IRA Certificates combine the tax advantages of an IRA with the stability of a certificate. Choose from flexible terms and enjoy higher dividend rates than a standard IRA Savings Account, all while keeping your retirement funds safe and NCUA-insured.

With a Traditional IRA Certificate, you may qualify for immediate tax benefits since contributions are often tax-deductible, and your earnings grow tax-deferred until retirement. With a Roth IRA Certificate, your contributions are made with after-tax dollars, but your dividends grow tax-free and qualified withdrawals in retirement are also tax-free. IRA Certificates are ideal if you’re looking for steady, predictable earnings while taking advantage of the long-term retirement benefits that only an IRA provides.

Hear From Our Proud Members

“The Riverhead branch is amazing. They are absolutely the best. Friendly and professional at the same time. I just love being greeted by my name every time I walk in the door, way before they would have the time to look me up. They are the epitome of small town living which is so refreshing and superior to the cold conglomerate banks. Making the Riverhead Island Federal my primary bank was the best decision I could have made.”

Anne-Marie S.

Riverhead

“This my favorite branch to come and do my banking I love how everyone is so friendly and they make sure you leave with a smile on your face and for the bank manager he is the best I’ll definitely will recommend him to family and friends cause when I have a problem he is always there to take care of it he always goes the way out to help you thank you guys to the branch in East Setauket.”

Sandra N.

East Setauket

Frequently Asked Questions

What is the maximum annual contribution to an IRA?

The federal government sets contribution limits each year. To see the most current limitations, visit IRS.gov.

You can open an IRA to your tax filing deadline, not including extensions. Please consult your tax advisor.

IRAs must be opened in person. Simply visit any Island branch.

Distributions may be tax-free when funds are used for higher education, buying a home, death, permanently disabled, qualified birth or adoption, or major medical expenses. Consult with your tax advisor.

Traditional IRAs are tax-free until withdrawal. Roth IRAs offer tax-free withdrawals.

Island Federal IRAs are Federally insured up to $250,000 aggregate by the NCUA.

Yes, IRAs are a terrific way for self-employed to save for retirement.

Disclosures

*Annual Percentage Yield (APY).  Fees and penalties may reduce earnings.  View full product disclosure within the Deposit Account Disclosure. IRA Certificates are subject to IRS contribution limits and eligibility requirements. Consult a tax advisor for additional information regarding IRA contributions and potential tax benefits. Rates and terms subject to change without notice. 1Variable rate account. 2Minimum deposit of $500 required to open and earn advertised APY.  3  Learn more about NCUA Insurance at by visiting NCUA.gov. Membership eligibility required.