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Individual Retirement Accounts

Opening IRA Savings Accounts

Traditional IRA

Education IRA

SEP & Roth IRA

Opening IRA Certificate Accounts

Managing IRA Funds

Withdraw Funds

Transfer Funds

Managing IRA Accounts

Close an IRA Certificate Account

Close an Account Upon Death

File Maintenance Transactions

Individual Retirement Accounts

Select a module from the menu on the left.

After completing these modules, you will be able to:

• Open an IRA Savings account.
• Open an IRA Certificate account.
• Manage funds in IRA accounts.
• Convert and close IRA accounts.
• Perform IRA file maintenance transactions.

Click the link under More Information to learn more about the types of IRAs available in XP2.

More Information

Types of IRAs