INVESTING SERVICES

RETIREMENT Agreements

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INVESTMENTS & RETIREMENT

OVERVIEW

INVESTMENT CERTIFICATES

AGREEMENTS

RETIREMENT AGREEMENTS

FORMS & DOCUMENTS

RATES

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Individual Retirement Accounts (IRA)

Both Traditional and Roth IRAs are available with No-Annual Maintenance fee and can be established for a little as $50.

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Missionary Retiral Agreements (MRA)

Missionary Retiral Accounts offer an additional option for Alliance Missionaries on allowance to build their retirement.

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Shell Point Agreements

Shellpoint Agreements are available for Official Workers of the Alliance and provide a discount matching plan to supplement the Founder’s Gift for entrance to either Shellpoint in Fort Myers, FL or the Alliance Community for Retirement Living (ACRL) in Deland, FL.

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403(b) Agreements 

403(b) agreements are available as an asset choice through the C&MA 403(b) Retirement Plan.

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