Rollover Your Retirement Plan

Most experts agree that what you do with your retirement assets when changing jobs or retiring can be one of the most important financial decisions you will ever make. If you’ve left behind a 401(k), 403(b), or 457 at your former employer—or are about to—you have the opportunity to take control of your retirement savings. A Rollover Individual Retirement Account (IRA)* is an option to consider. While maintaining a tax deferred status, a Rollover IRA gives you the versatility and freedom to choose the investment vehicles that help meet your individual financial needs, including mutual funds, stocks, bonds, annuities, and more. To learn more about your options and discuss ways to help improve your retirement savings strategy, contact the CFS Financial Representative located at your preferred branch to schedule a free, no-obligation appointment.

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Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. *Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

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