Open an IRA. Get $100.
Save for retirement and receive $100
When you open a new IRA with a balance of $25,000 or more through a Sound Investment and Retirement Solutions Wealth Advisor, you’ll receive a $100 Visa gift card. It’s our way of saying thank you for choosing to plan your financial future with us.
Don’t miss out—offer ends December 31, 2026.
Get In Touch With Us
Have questions or want to schedule an appointment? Just send us your contact information with a brief message and a member of our team will be in contact with you within two business days.
To connect with your local advisor, please let us know your preferred Sound Credit Union branch in the message box below.
Withdrawal prior to age 59 ½ may be subject to IRA penalty and tax consequences. Consult with your tax advisor.
Before deciding whether to retain assets in an employee sponsored plan or consolidate them to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdrawal penalties, protection for creditors and legal judgements, required minimum distributions and possession of employer stocks.
$100 Visa Gift Card Offer: New IRA must have a minimum value of $25,000, be funded within 45 days of account opening, and remain open for at least 90 days to qualify for the $100 Visa gift card. Visa gift card will be mailed 90 days after the account is funded. Offer not valid for internal transfers to or from an existing LPL Financial IRA. Limit one gift card per member. Offer ends December 31, 2026.