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Rollover Planning

Tuesday, September 28, 6:00 PM
Webinar

Often times, when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.

In this session, you will learn the answers to questions, including:

  • Pros and cons to leaving your money in the company plan
  • Possible taxes or penalties we may face when moving money
  • Options for moving it to your new company plan
  • Rolling it over to a personal IRA

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Trust services available through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-3365052.1-1220-0123