Retirementrollovers

Retirement Rollovers

For a limited time when you roll over your IRA or 401(k) account you’ll receive a $50 gift card. Visit your local branch representative or call 866-571-5079.

401(k) / 403(b)

Rollover your employer-sponsored retirement account and increase your investment options.

IRA Rollover

Transfer your IRA investment to another IRA and work with a CFS Financial Consultant at Altura.

Investment products and services offered through CUSO Financial Services, LP (CFS), are not NCUA, NCUSIF insured, non credit union guaranteed, and may lose value. Financial Consultants are employed by Altura Credit Union and registered through CFS. Altura is in partnership with CFS (Member FINRA / SIPC) and SEC Registered Investment Advisor.