Whether building your savings for retirement or future medical expenses, Sharonview offers a full-range of options – free from annual fees or service fees – to help maximize your hard-earned savings. In addition, we provide the tools and information to help you make your decision and open your account(s) in a fast and convenient way.

IRAs - Individual Retirement Accounts 

Individual Retirement Accounts (IRAs) provide a safe, sound and secure long-term savings solution over a specific duration of time for your retirement that may provide some unique tax advantages. We offer members a variety of products to help save for the future – including the option of investing your IRA in Sharonview Certificates, Savings, and Money Market accounts.

Traditional IRA: Designed to help you save for retirement whereby contributions may be partially or fully deductible (see tax advisor) and earnings grow tax-deferred.

Roth IRA: Designed to help you save for retirement whereby contributions are non-deductible, but earnings grow tax-free.

Coverdell Education Savings Account: Designed to help you pay for a child’s elementary, secondary, or postsecondary education expenses.

To learn more about the different types of IRA's or service an existing IRA visit IRA Service Center

HSAs - Health Savings Account

If you are covered by a high-deductible health insurance plan (HDHP), an HSA provides the advantages of a dividend-earning investment with tax-deductible contributions and tax-free distributions. For many consumers, the combined benefits of the tax deduction, the savings program, and the availability of funds for immediate medical expenses make HSAs the smart and flexible approach to health insurance.

To learn more, open, or service an existing HSA visit HSA Service Center