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Retirement Accounts

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To help you reach your financial goals by the time you're ready for retirement, Meriwest provides you a wide range of insured options for your retirement investing. Try our simple-to-use Retirement Calculators to formulate your strategies.

Traditional IRA

IRAs are one of the best ways to save for retirement.

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Roth IRA

The Roth IRA is a newer option for retirement savings, where contributions are not deductible, but earnings are tax-free.

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Accumulative IRA

This product offers the ability to make deposits throughout term.

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Traditional IRA and Roth IRA accounts are insured separately up to $250,000 from other accounts that are maintained in Meriwest Credit Union. View NCUA's Your Insured Funds brochure, for detailed share insurance information.

To open an IRA account or get more information, call us at (877) 637-4937 or visit one of our Meriwest Financial Centers.

Comprehensive financial planning, long-term and short-term investment strategies and retirement planning are available to all of our Meriwest Credit Union members on a confidential basis.

You can discover your options by meeting with one of the registered representatives in the convenience of any of our Meriwest financial centers. Simply ask a Meriwest financial services representative or call Meriwest Wealth Advisors for information on investments  directly at 408-866-1002.

Please consult your tax advisor regarding your individual situation.

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Eligibility Requirements

You are eligible to join Meriwest Credit Union if any of the following applies

  • You live, work, worship, or attend school in Alameda, Contra Costa, San Francisco, San Mateo and Santa Clara counties of Northern California, and Pima county of Arizona.
  • You are an employee of a participating Meriwest Credit Union member company.
  • You are a relative of or reside with a current member of Meriwest Credit Union.
  • If you don’t meet any of the requirements above but live in California or Arizona, you can still join Meriwest with a complimentary membership in the Financial Fitness Association. Call 1-877-637-4937 to learn more.
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