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Plan to Enjoy Your Golden Years

Dreaming of travelling cross country in your new RV? Achieving that dream is half knowing what you want and half having a plan to get you there.

The three most common retirement account options include:

  1. Employer-sponsored retirement plans (Pension, 401(k), 403(b), etc.)
  2. Tax-advantaged individual retirement accounts (Traditional and Roth IRAs)
  3. Annuities (Insurance investment product)

Maximize Your Retirement Accounts

If you’ve changed jobs and have retirement accounts at multiple organizations, you may want to consolidate. This could save money on fees, make portfolio management easier and simplify your distributions. We’ll help you decide what the best option is for your needs, including rolling over to a traditional IRA where there are no transfer limits.

Contact the CFS team to schedule a complimentary, no-obligation appointment.

Resources to Help You Build a Comfortable Retirement:

On-Demand Retirement Webinar

In this webinar, Building a Comfortable Lifestyle for Tomorrow, we cover the keys to funding a comfortable retirement.

Retirement Planning Calculator

Enter estimated details about your retirement savings and we’ll suggest how much to consider saving each month.

401(k) Planning Calculator

Provide salary and retirement savings details and we’ll tell you how much your savings could be worth at retirement.

IRA Options Calculator

Give us some details on your income, taxes and retirement and we’ll tell you how much you can contribute to an IRA.

1Non-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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (""Atria"") is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria's subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. Fixed insurance products are offered through Next Financial Insurance Services Company.

CFS Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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.