IRA

Individual Retirement Accounts (IRAs) are a great way to save for your future

Available in Wisconsin, Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Massachusetts, Michigan, Minnesota, North Carolina, Pennsylvania, South Dakota, and Texas.

Individual Retirement Accounts (IRAs) are a great option for increasing your retirement savings and taking advantage of tax benefits. We offer both Traditional and after-tax (Roth) IRA options.

Enroll in an IRA

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Individual Retirement Accounts (IRAs) are a great way to save for your future, increase your retirement savings and take advantage of tax benefits. We offer both Traditional and after-tax (Roth) IRA options.

State or employer pension funds and Social Security may not be enough to fund your retirement. Most individuals will need three or more sources of retirement income to maintain their lifestyle in retirement.

Building a strong foundation of personal savings is a key step in the financial journey. How will you build your foundation?

¹Social Security may not apply to all public employees in all states.

Why is our National IRA right for YOU?

20+ high-quality, low-cost investment options, chosen and regularly monitored by a professional investment committee. The lineup of no-load funds include index, actively managed, ESG (environmental, social, and governance), and Target Retirement Funds.
Low annual administrative costs (0.45%) and an $750 annual fee cap regardless of account size.
Easy to open and manage your account(s) 24/7.
Multiple, convenient options to fund your account(s).

Enroll in an IRA

The Trustee Custodian for the WEA Member Benefits IRA accounts is Matrix Trust Company. To be eligible for this program, you must meet the IRS eligibility requirements for contributing to an IRA. Family members, including your spouse or domestic partner, children and their spouses, parents, and parents-in-law, may also be eligible to participate in many of our programs. Restrictions may apply. Certain state residency required.

The content provided by WEA Member Benefits is for informational purposes only and is not intended to constitute individualized investment, legal, financial, or tax advice. Certain recommendations or guidelines may not be appropriate for everyone. Consult your personal advisor or attorney for advice specific to your unique circumstances before taking action.

Registered representatives licensed through and securities offered through WEA Investment Services, Inc, member FINRA.

Keep in mind that mutual fund investments are not guaranteed and may gain or lose value. Past performance is no guarantee for future results. Future performance may be lower or higher than past performance. Before investing in any mutual fund, call WEA Member Benefits at 1-800-279-4030 to request a prospectus. We advise you to read it carefully and consider the fund’s investment objectives, risks, charges, and expenses carefully before investing. The prospectus contains this and other information about the investment company.

Target retirement funds invest in a mix of stock and bond funds that steadily become more conservative as they approach their target date. Target retirement funds are not guaranteed and may gain or lose value now and after their target date.

IRA