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Catch-up contributions are contributions that allow individuals who are 50 or older to make additional contributions to their IRA above their normal maxed-out contribution.
First, don’t worry about minimum account balances, because we don’t have any. How much you choose to invest depends on your goal, budget, and what planning you have done so far to reach that goal.
You can print paper copies of your statement(s) by downloading them from your portal.
Please call us at 877.851.8847 or email firstname.lastname@example.org and we will be happy to assist you.
You can update your personal information by clicking your Profile.
Yes, we expect an app soon. A web-enabled version is currently available on your mobile device through your browser.
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ᶲTransfers are typically initiated through the Automated Clearing House (ACH) system. Although transfers to and from Union Bank accounts via ACH will not incur a charge, other financial institutions may charge for these services.