Simple Steps to Jumpstart the New Year

Get Prepped for Tax Time

As the People In Your Corner^® we've prepared a summary of 2025 tax statement release dates for you below.

Digital versions of tax statements will soon be available in eStatements and Documents within CCU's digital banking, accessible through our website or our mobile app. They will also be sent via first-class mail. The delivery date will depend on your USPS delivery schedules.

1) Update Your Contact Information

If you've moved or changed your name, email or phone number, please check your contact information with us to ensure it is up to date, so you don't miss important messages.

Log in to digital banking to review and update your information as needed: Choose Menu > Settings > Profile. On mobile, navigate to the top right corner and select User Settings > Profile.

2) Learn How to Protect Your Data

With scams and fraud attempts so widespread these days, it's critically important to keep your personal and financial information protected. Visit our Online Security page for tips on how to safeguard yourself online and offline.

3) Know Your Contribution Limits

For IRAs:

• For 2025, the annual IRA contribution limit remains $7,000, and the catch-up contribution for those age 50+ remains $1,000, for a total of $8,000.
• For 2026, the regular limit will increase to $7,500, and the catch-up amount is projected to increase to $1,100, for a total of $8,600 for those age 50+ (subject to IRS official confirmation). 

For HSAs:

• For 2025, the HSA contribution limit is $4,300 for self-only coverage, and $8,550 for family coverage, with a catch-up contribution of $1,000 for those age 55+. 
• For 2026, the HSA limits increase to $4,400 (self-only) and $8,750 (family), with the catch-up contribution remaining $1,000.