If you have 401(k) or 403(b) accounts with previous employers, you may be paying more for administrative fees than you realize.
The best time to rollover these employer-sponsored investments are:
- When you retire
- When you change jobs
- When you separate from an employer for any reason
Rolling it over into an IRA account and we can help you:
- Increase your investment options.
- Continue tax-deferral. If you cash-out you’ll likely owe taxes on the entire amount and may be subject to an early withdrawal penalty.
Just Getting Started in Investing?
Automatic Investment Plan can help you start an investment portfolio with very little money each month.
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.