Regions Bank 18-Month Variable Rate Traditional IRA Yielding 3.55% APY

rockies
  |     |   295 posts since 2018

I made a Forum post about this offering on July 31 when it was at 3.22% APY. As of yesterday's 6-month Treasury Bill auction, the yield is now up 33 bps to 3.55% APY. I find the product to be innovative, so I tried to get a bit more information.

Availability: Branches in 15 states - Alabama, Arkansas, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Mississippi, Missouri, North Carolina, South Carolina, Tennessee, and Texas

Key points:

- Variable interest rate equals the weekly 6-month Treasury Bill + 25bps

- APY is calculated based on weekly compounding

- Traditional IRA's only

- No monthly or annual fee

- Minimum opening deposit of $250

- Add-on with a minimum of $50

- A transfer fee of $15 per account will apply if you transfer any IRA to another institution.

- Early Withdrawal Penalty is all interest earned or 2% of amount withdrawn, whichever is less

Customer Service Experience:

- It was a bit of a challenge getting information on this product so, if you are interested, be prepared to be persistent

- There is a Regions Bank CD and IRA Service Center at 1-800-388-4727 that can provide some assistance

- Regions seems to refer detailed inquiries to their branches as this is where they expect their customers to primarily interact

https://www.regions.com/personal_banking/18_months_variable_rates_ira_rates.rf

rockies
  |     |   295 posts since 2018
Based on the results of yesterday's 6-month Treasury bill auction, the rate on this 18-month variable IRA has now increased to 3.79% APY

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