IRA Options
Just starting to catch up? We can help you set up a plan to reach your retirement goals. Taxpayers over the age of 50 can make extra IRA contributions each year. You have until April 15, 2025 to make your 2024 IRA contributions. Below are your IRA options.
- Money Market: $100 minimum deposit to open
- Certificates: $1,000 minimum deposit to open
Answers to Your Retirement Questions
Does a Roth IRA Makes Sense for You?
The IRA Conversion Analyzer™ will assist you in evaluating potential benefits of converting (or not converting) Traditional IRA funds to a Roth IRA.
Which is best…Traditional IRA or Roth IRA?
The answer to that question depends on a number of factors. The IRA Selector™ will assist you in evaluating which type of IRA will provide the greatest amount of after-tax income at retirement.
AdelFi Legacy Resources & Products
For Members Only
Take Advantage of these Special Offers!

Do you have a will and trust?
Use coupon code: AdelFi when setting up your account. State limitations apply. Click here for complete details.

Featured Resource: “Charting Your Legacy”
A 6-lesson study, “Charting Your Legacy” helps those with significant resources manage their wealth according to God’s will. It aims to guide participants towards hearing “Well done, good and faithful servant” (Matthew 25:21) at life’s end.
Use coupon code AdelFi10 for your 10% discount at checkout.
