Having a financial plan is a key component in saving and planning for your retirement. At Consumers, we understand that everyone’s financial situation is different, including having retirement plans in different places.
Now for a limited time, you can get a $100 Amazon gift card when you roll over your 401(k) or IRA worth $50,000 or more.
Consolidating 401(k) plans makes for easier money management, and you’ll have access to more investment options that will allow you to choose from managed accounts, mutual funds, stocks, bonds, annuities and more.
Our licensed CFS** Financial Advisors will take the time to listen to your needs, explain your options and provide comprehensive holistic advice so you can be confident in the steps you are taking to reach your financial goals.
*Offer valid through April 30, 2025, for members who roll over either an IRA or 401(k) with CFS. Amazon gift card will be mailed within 30 days after meeting conditions, while supplies last. Qualifying member will receive $100 for rollovers of $50,000 or more. Must schedule an appointment with CFS by April 30, 2025, to receive this offer. Must be 18 or older to participate. CFS reserves the right to provide a raincheck or a substitute of equal or greater value. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.
**Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and 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. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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