Whether you haven't started saving or you have a 401(k) from a previous
employer, the new year is the perfect time to make moves toward your
Our CFS* Wealth Advisors can help you with the following investments, and if you roll over an existing IRA or 401(k) to SMCU by April 30, 2019, we’ll give you a $100 gift card.†
Roll over a 401(k)
When you leave an employer, you often end up being charged the fees to manage your 401(k) – consider consolidating all of your retirement accounts to one place.
Transfer an existing IRA
Consolidate assets by transferring an investment account from another financial institution and simplify your life.
Contribute to an IRA
Don’t let the 2018 contribution period go by without making a contribution to an Individual Retirement Account (IRA). You have until the tax return due date (not including extensions) to contribute up to $5,500 to an IRA for 2018 ($6,500 if you were age 50 by December 31, 2018). The deadline for your 2018 IRA contributions is April 15, 2019, and we can help.
Schedule your complimentary consultation with one of our dedicated CFS* Wealth Advisors today!
*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: arenot 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.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.