Santa Cruz County Bank is pleased to offer many options for retirement planning. A Retirement Account is an excellent tool for retirement savings. Depending upon the type of Retirement Account you choose, contributions may be tax deductible and will grow either tax-free or tax-deferred. We can assist you with the rollover or transfer of an existing retirement plan or you can open a new one. For more information about our retirement plans, rates, and service charges, please visit any of our banking locations. To set up an appointment, please call 831.457.5000.
SEP (Self Employed Pension) can be funded by tax filing deadline, including extensions.
Please consult your tax specialist for phase-out range.
|Year||Age 49 & Below||Age 50 & Above|