When you change jobs or retire, you will have some important financial decisions to make. You will need vital information that will allow you to make those important decisions that fit your current situation, investment time frame, and long-term goals and objectives.
Take control of your retirement savings.
At SMCU available through CUSO Financial Services L.P. an IRA provides:
- A wide range of investment choices.
- Enables you to take control of your retirement plan.
- Allows you to move your retirement savings without any tax consequences out of your former employer’s retirement plan.
- Continues to keep your savings invested tax deferred and without early withdrawal penalties.
- Gives you flexibility in your investment options.
A 401k rollover allows you to take control of your retirement.
Call today to discuss if a rollover is right for you.
For an appointment with our Senior Investment Advisor, contact Neil O’Connor at
(650) 562-1250.
Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value. Investment Representatives are affiliated with San Mateo Credit Union and registered through CFS. San Mateo Credit Union is in partnership with CFS (member FINRA/SIPC).
