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UFCU seminars and events are built upon four pillars of financial health, designed to help you at every stage of your journey: spending, saving, borrowing, and planning.
Navigating IRA rules can be very complicated. It's easy to make common, and costly mistakes, especially when it comes to contributions, rollovers, withdrawals, and required minimum distributions. Could you be making mistakes and not even know it?
Join us as we discuss common IRA mistakes, and learn how to avoid them.
This event supports the financial health pillar of planning.
* 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. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union Members.