Security Service Traditional Individual Retirement Account (IRA)
A Traditional IRA might be a good choice for someone who expects to be in a lower income tax bracket in retirement, since taxes will be deducted at the time of distribution, rather than at the time of contribution.
Building your retirement savings with a Traditional IRA means you may not pay any taxes until you take distributions. Your contributions are also tax-deductible up to certain income limitations.
You may begin to take penalty-free distributions at the age of 59½.
Already have an IRA?
If you need to make a change or transfer an IRA, click on the appropriate form below.
Start a new Traditional IRA :
If you have recently retired or need to move a 401k account, use this form.
IRA Withdrawal :
Use this form to withdraw funds from your IRA
IRA Contribution :
Use this form to add funds to your IRA
IRA Direct Transfer Instructions :
IRA Asset Request Instructions
- Convert to a Roth IRA :
Use this form to move your Traditional IRA to a Roth IRA.
Traditional IRA Post-70.5 Payment Election :
Traditional IRA RMD Payment
- For additional details, refer to All About Your Security Service Consumer Accounts, Truth in Savings Disclosure, Mastercard Guide to Benefits for Debit Card Holders and Fee Schedule for Consumer Accounts.