Individual Retirement Accounts

RETIREMENT SAVINGS

What is an IRA?

An Individual Retirement Account (IRA) is a tax-advantaged savings account designed to help you build wealth for retirement outside of an employer-sponsored plan. IRAs are one of the most flexible tools for long-term retirement planning.

Whether you are self-employed, supplementing a 401(k), or rolling over funds from a previous employer, Veridion Capital Bank helps you choose the right IRA and grow your savings with confidence.

Already have a 401(k)? Learn about 401(k) plans and how they work alongside your IRA strategy.

Tax Benefits

Traditional or Roth tax advantages depending on your goals

Flexible

Open and fund on your own schedule — no employer required

Long-Term Growth

Invest in diversified options for decades of compounding

Rollover Ready

Consolidate old 401(k) balances into a Rollover IRA

Choose the Right IRA for You

Veridion Capital Bank supports the most common IRA options so you can align your retirement strategy with your income, tax situation, and timeline.

Traditional IRA

Contributions may be tax-deductible depending on your income and whether you have a workplace retirement plan. Earnings grow tax-deferred until you withdraw in retirement.

  • Ideal if you expect a lower tax bracket in retirement
  • Required Minimum Distributions (RMDs) begin at age 73
  • 2024 contribution limit: $7,000 ($8,000 if age 50+)

Roth IRA

Contribute after-tax dollars and enjoy tax-free qualified withdrawals in retirement. No RMDs during your lifetime, giving you more control over your savings.

  • Ideal if you expect higher taxes in retirement
  • Tax-free growth on qualified distributions
  • Income limits apply for eligibility

Rollover IRA

Moving jobs? Roll your former employer's 401(k) or 403(b) balance into a Rollover IRA at Veridion Capital Bank to keep your retirement savings growing without interruption.

  • Avoid taxes and penalties with a direct rollover
  • Consolidate multiple old plans in one place
  • More investment flexibility than many employer plans

SEP IRA

Designed for self-employed individuals and small business owners. SEP IRAs allow higher contribution limits and simple administration for qualifying businesses.

  • Up to 25% of compensation (limits apply annually)
  • Easy to set up for freelancers and sole proprietors
  • Tax-deductible employer contributions

Your IRA, Managed Online

Open, fund, and monitor your IRA through Veridion Capital Bank's secure customer dashboard — alongside your everyday banking.

Easy Contributions

Fund your IRA with deposits from your linked accounts. Set up recurring contributions to stay on track with annual limits.

Investment Options

Choose from structured investment plans designed for long-term retirement growth, with performance tracking in your dashboard.

Dedicated IRA Hub

Logged-in customers get a dedicated IRA section in online banking with account details, contribution guidance, and quick actions.

Rollover Assistance

Our team can guide you through rolling over a former employer plan into your Veridion Capital Bank IRA without unnecessary tax hits.

Secure Access

Two-factor authentication, passkey login, and encrypted transactions protect your retirement savings around the clock.

Expert Support

Not sure which IRA is right for you? Speak with a Veridion Capital Bank advisor to compare Traditional vs. Roth and plan your contributions.

Open Your IRA in 3 Steps

1

Register & Verify

Create your Veridion Capital Bank account and complete identity verification to unlock IRA services.

2

Choose Your IRA

Visit your IRA dashboard, review Traditional, Roth, Rollover, and SEP options, and select the account that fits your goals.

3

Fund & Grow

Make your first contribution, explore investment plans, and track your retirement progress over time.

IRA Frequently Asked Questions

Start Your IRA Today

Take control of your retirement with a Veridion Capital Bank IRA. Open an account in minutes and begin building tax-advantaged savings for your future.