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IRA Products Offering You Saving Options

Making a Commitment to Save for the Future

LCEF offers you IRA savings options in planning for your future. Whether you’re planning for retirement or a family member’s education, an IRA may be the perfect savings vehicle for you. And never before, have individuals had so many IRA savings choices.

Traditional IRA
Roth IRA
Coverdell Education Savings Account (ESA)

The Traditional IRA offers a tax-advantaged approach to accumulating funds for retirement.

The Roth IRA is a tax-favored financial vehicle to accumulate funds for your retirement.

The Coverdell ESA is designed to help you set aside money for qualified education expenses for your children, grandchildren, or any other eligible beneficiaries.
LCEF Stepping Stones
LCEF Stepping Stones

Visit LCEF Stepping Stones—an additional online resource for:

  • learning more about retirement accounts
  • reviewing criteria for retirement account eligibility
  • accessing steps on how to open a new account
  • servicing an existing IRA account

For a Direct Transfer or a Direct Rollover, please call: 1-800-843-5233 and a representative will assist you in completing the necessary paperwork.

If you already have an IRA account elsewhere, consider transferring it to an LCEF IRA. Also certain qualified plans like a 401(k) or a 403(b) tax sheltered annuity may be rolled over into an LCEF IRA. View our brochure on Transfers and Rollovers.

Consult Your Tax Advisor

Neither LCEF nor its representatives give legal, accounting, or tax advice. We always suggest that you consult with your tax advisor as to the applicability of this information to your own situation.
IRA Forms
IRA Brochures

LCEF Stepping Stones

Search our literature rack for additional brochures.
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Have a question?
Contact your local LCEF District Vice President, contact LCEF directly at Contact Us, or call the Lutheran Church Extension Fund at 1-800-843-5233, 7:45 a.m. - 4:15 p.m., CT, Monday through Friday.
LCEF is a nonprofit religious organization; therefore, LCEF investments are not FDIC-insured bank deposit accounts. This is not an offer to sell investments, nor a solicitation to buy. The offer is made solely by LCEF’s Offering Circular. Investors should carefully read the Offering Circular, which more fully describes associated risks.