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Consolidating Retirement Accounts – 401K, IRAs, consolidating accounts.

Are you nearing retirement? Already there? Start looking closely at your retirement funds. If you have IRAs, 401(k)s and pension plans scattered in various places, you may want to consider consolidating your accounts**. To learn more about consolidating accounts, click here to set up your complimentary consultation with our CUSO Financial Services Investment Representative*.

 

*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. For specific tax advice, please contact a tax professional. **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.

 

Let Freedom Ring!

Free yourself from overbearing interest rates and consolidate your debt with one of our low-interest loans! Log in, hover over New Accounts, then click More Loan Info to view our list of available loans and rates. You may even be able to apply for some of our loans online.

 

Save Time, Switch Memberships

Tired of logging out of one of your memberships and in to another? Save time with our Switch Memberships feature! Contact us at the credit union to learn more.

 

Don’t Be a Victim of Wedding Woes

June is the month of weddings, but it’s also the month of quick cash for scammers, who often pose as vendors at wedding expos to gain personal information from unsuspecting couples. Remember never to respond to unsolicited requests for your financial information. Get more tips on keeping your money secure by visiting cusecure.org.