The card made for retirement spending

Spend tax-efficiently and directly from your savings while earning more on your cash with our high-interest account.

Current APY

3.27%

The spending companion to your retirement plan.

See what sets it apart

Take control of your spending.

No more waiting for fund transfers. Simply use your card to spend what you need from your retirement savings each month, using your spending plan as your guide.

Simplify your income streams.

Tax efficiently spend Social Security, pensions, and other income streams, all through your debit card.

Monitor your spending.

Get a better understanding of your monthly cash flows to help your advisor personalize your plan.

Make your cash go further.

With inflation on everyone’s mind, we’re proud to offer our clients high interest rates on their cash balances. Retirees can earn some protection against inflation while pre-retirees can build emergency savings faster than before.