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401K rollover pitfalls
Planning Retirement RPIC The CFS* Team

Six Potential 401(k) Rollover Pitfalls

You’re about to receive a distribution from your 401(k) plan, and you’re considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some pitfalls you’ll want to avoid. 1. Consider the pros and cons of a rollover The first mistake some people make is failing to consider the […]

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Planning Retirement RPIC The CFS* Team

6 Potential 401(k) Rollover Pitfalls

You’re about to receive a distribution from your 401(k) plan, and you’re considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some pitfalls you’ll want to avoid. 1. Consider the pros and cons of a rollover The first mistake some people make is failing to consider the […]

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retirement savings
Retirement Elliott

March Wealth News

CONSUMER SENSE Information from Workers Credit Union’s Retirement Planning & Investment Center through CFS* to help keep your financial life in balance. Successfully Transition into Retirement Are you thinking about the next chapter in your life? The first step to ensuring your transition to retirement living goes smoothly is to be prepared. For many workers, […]

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