Investments

Spark Up Your Retirement

Congratulations! You’re one step closer to earning a $25, $50 or $100 rollover bonus,* and more from our experienced CFS financial advisors, available through our broker-dealer CUSO Financial Services, L.P. (CFS)**:

  • Personalized financial planning services
  • Independent and knowledgeable retirement and investment advice
  • A range of competitive wealth management solutions

Schedule your complimentary appointment today:


* Savings Bonus Offer: Transferred IRAs/Rollover 401(k)s with a value of $25,000 to $49,999.99 will receive a $25 bonus; $50,000 to $99,999.99 will receive a $50 bonus; a value of $100,000 and above will receive a $100 bonus. The new IRA account must be funded within forty-five (45) days of account opening, and remain open for at least ninety (90) days to receive a bonus. The bonus will be deposited in your UFCU savings account within ten (10) days after the ninety (90) day anniversary of account opening. Offer is not valid for internal transfers originating from, or made to, an existing CFS IRA. Limit $100 per member. Offer expires May 30, 2020.

** 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.

Withdrawals prior to age 59 ½ may be subject to IRA penalty and tax consequences. Consult with your tax advisor.

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.

Before deciding whether to retain assets in an employee-sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdrawal penalties, protection from creditors and legal judgements, required minimum distributions, and possession of employer stock.