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Switch Kit
*The Switch Kit is in Adobe Acrobat® (PDF) format and requires Acrobat Reader. If you do not have Adobe installed, please click here for a free download.

Individual Retirement Account (IRA)

Establishing an IRA is an easy way to ensure your financial future.  There are no setup or annual fees with Peoples Exchange Bank, so begin securing your long-term financial goals today.

  • Traditional and Roth IRA arrangements
  • Tax-free and tax-deferred savings options*
  • Contributions may be tax deductible**
  • Penalty may apply for early withdrawal***
  • No setup or service charges
  • FDIC insured

*Consult your tax advisor. 

**Subject to some minimal conditions. 

***Certain exceptions apply, such as healthcare, purchasing a first home, etc.