Two elderly people doing yoga in the park.

Retirement Planning

Your want-to + our know-how

You have a lot of life ahead of you. If you want to live it to the fullest, count us in.

Reinvent yourself any

way you want

You’re part of the generation that’s redefining what retirement is all about. So what do you want to do when you leave the 9-to-5 world behind? Whether your goals are wild or mild, Addition Financial’s friendly local experts can help you prepare for the future financially and embrace the next stage of your life with confidence.

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.

 

Husband and wife hugging.
Man repairing a bike in his garage.

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.

Man and woman riding bikes.
Woman enjoying a day at the park

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.

 

 
 

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.

 
Membership Discounts
 
Sports & Entertainment
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  • UCF Athletic Tickets
  • Tampa Bay Buccaneers Tickets
  • Orlando Solar Bears Tickets
  • ICE! at Gaylord Palms Tickets
Insurance
  • TruStage™ Auto Insurance
  • TruStage™ Life Insurance
  • TruStage™ AD&D Insurance
  • Pet Insurance
  • Dental Benefits Plan
Goods & Services
  • Coin-to-Cash-Machines
  • Visa® Merchant Offers
  • Sprint Wireless
  • TurboTax Products
  • Enterprise Car Rental
 
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Life’s better as a member

We’re here because of you. Our profits don’t go toward lining some investor’s pocket, they go toward making your life better and easier with lower loan rates, higher savings dividends and fewer fees. Why? Because being a member means you actually own part of our not-for-profit financial cooperative. We’d love to count you in.