Notice to Traditional IRA Owners:
Legislation has been passed to waive Required Minimum Distribution (RMD) payments for 2009. This means you do not have a 2009 RMD. We will continue to distribute 2009 periodic payments as usual, unless you inform us that you do not want to receive payment.
Individual Retirement Accounts (IRAs) are a good way to save for the future. Whether you have retirement in mind or a child's education, we have a plan that suits your particular needs.
- Fixed Traditional IRAs and Roth IRAs available with minimum balance of $1,000. Fixed Coverdell Education Savings Accounts available with minimum balance of $500.
- Fixed interest rate and terms from 12 months to 60 months.
- Dividends calculated on average daily balance, paid monthly. (Check our Current Rates.)
Achieve Your Financial Goals
Need a little help achieving your financial goals? As a Members Heritage member, you have access to the money management professionals at BALANCE. Call 888-456-2227 to speak to a counselor about how you can become financially fit or visit the BALANCE web site for more information. Use our Savings Calculators to find out how quickly your money can grow!
- Flexible Traditional IRA, Roth IRAs, and Coverdell Education Savings Account available with minimum balance of $5.00.
- Variable interest rate and no set maturity date.
- Dividends calculated on average daily balance, paid quarterly. (Check our Current Rates.)









