IRA Rollover

A rollover is a tax-free transfer of cash or other assets from one retirement program to another.

There are two kinds of rollover contributions to an IRA:

  • In one, you transfer the proceeds of all or part of a distribution from one IRA to another. This can be done only once every twelve months.
  • In the other, you may transfer in eligible rollover distribution from a qualified plan, a tax-sheltered annuity plan or a governmental 457 deferred compensation plan to a Traditional IRA

No-Cost Consultation

You can make an appointment with your local Altura Wealth Management Consultant by calling Member Service at 1-888-883-7228 or you can visit your local Altura branch.

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.