Save for retirement and receive $100
Transfer an IRA or roll over a 401(k) with a minimum balance of $25,000 to a new IRA with CUSO Financial Services, L.P. (CFS)* Financial Advisor at Sound and get a $100 Visa gift card. Offer ends December 31, 2023.
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Withdrawals 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 roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdrawal penalties, protection from creditors and legal judgements, required minimum distributions and possession of employer stock.
$100 Visa Gift Card Offer: Transferred IRAs/Rollover 401(k)s 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 receive $100 Visa gift card. Visa gift card will be mailed 90 days after account opening. Offer is not valid for internal transfers originating from, or made to, an existing CFS IRA. Limit one gift card per member.
CUSO Financial Services, L.P. (CFS): *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.
