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Making a Commitment to Save for the Future

LCEF offers you IRA savings options in planning for your future. Whether you’re planning for retirement or a family member’s education, an IRA may be the perfect savings vehicle for you. And never before, have individuals had so many IRA savings choices.

Traditional IRA		Roth IRA		Coverdell Education Savings Account (ESA)
The Traditional IRA offers a tax-advantaged approach to accumulating funds for retirement.		The Roth IRA is a tax-favored financial vehicle to accumulate funds for your retirement.		The Coverdell ESA is designed to help you set aside money for qualified education expenses for your children, grandchildren, or any other eligible beneficiaries.

Learn More through LCEF Stepping Stones

LCEF Stepping Stones—is an online resource for: learning more about retirement accounts reviewing criteria for retirement account eligibility   steps on how to open a new IRA account servicing an existing IRA account

If you already have an IRA account elsewhere, consider transferring it to an LCEF IRA. Also certain qualified plans like a 401(k) or a 403(b) tax sheltered annuity may be rolled over into an LCEF IRA. View our brochure on Transfers and Rollovers. If you are interested in a Direct Transfer or a Direct Rollover, please call: 1-800-843-5233 and a representative will assist you in completing the necessary paperwork.

Consult Your Tax Advisor

Neither LCEF nor its representatives give legal, accounting, or tax advice. We always suggest that you consult with your tax advisor as to the applicability of this information to your own situation.