Retirement Planning
Your want-to + our know-how
Reinvent yourself any
way you want
Retirement Accounts
When you think about being a retiree, what do you envision? Whether it’s a lifestyle of leisure or an epic adventure, we can help you prepare for it financially. Addition Financial offers Traditional IRA, Roth IRA and Term Share Certificate IRA options to help you prepare for life after full-time employment.
Fast Track Mortgage Refinance
Want to save money in the long run and enjoy retired life without the financial responsibility of a mortgage? Our Fast Track loan offers low rates, low closing costs and quick closing to get you on the way to owning your home outright in the next 5 to 10 years.
Heritage Benefits
If you’re are 55 or better, you can add extra benefits like complimentary checks and money orders to your Addition Financial checking account at no extra charge. But if anybody else asks how old you are, feel free to tell them whatever makes you happy. Your secret is safe with us.
Recreational Vehicle Loans
Enjoy retirement in style with the recreational vehicle you’ve always dreamed of! Cruise the open roads on your new motorcycle, go fishing or sun-seeking with your new boat or get away from it all in a fully equipped motor home. You’ve worked hard to get where you are today, now it’s time for you to kick back and start enjoying it.
Get your learn on
Think of us as your personal financial guru, partner and coach for wherever life’s journey takes you. To help you live your best life, we offer money management tools, financial literacy seminars and expert advice that’s easy to understand. Start making every moment (and every penny) count.
Related Articles
How long will my retirement savings last?
Use this calculator to find out how long you can make recurring withdrawals of a specified amount from your savings account.
How much will my Traditional IRA be worth at retirement?
Use this calculator to compute the amount you can save in a tax-deferred Traditional IRA. Contributions to your Traditional IRA are usually tax deductible now, but you pay taxes when you withdraw the funds in retirement.
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Life’s better as a member
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