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Consolidating Retirement Accounts

Are you nearing retirement? Already there? Start looking closely at your retirement funds. If you have IRA’s, 401(k)’s and pension plans scattered in various places, you may want to consider consolidating your accounts. At AAC Credit Union our CUSO Financial Services, LP Investment Representative can help you with your rollover questions.

To learn more about consolidating accounts, click here.

*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.

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.

 

Beware of Romantic Gestures

Beware of romantic emails and e-cards, because some seemingly sweet gestures could be malicious malware headed for your hard drive. Learn more about keeping your financial information secure.

 

Interested in Your Interest?

Access your 2014 tax information in online banking! Log in and click My Accounts, then Dividend/Interest Summary.

 

Switch Memberships, Save Time

Tired of logging out of one account and into another? Access all your accounts with just one login! Ask us about the Switch Memberships feature today!