Learn more
Find out more about Investment Services at Consumers Credit Union, available through CUSO Financial Services, L.P.*, and meet our CFS Financial Advisors.
When it comes to IRAs and tax planning, talk with your financial professional about whether a Traditional IRA or a Roth IRA may be better for your tax situation and long-term financial goals.
With a Traditional IRA, the money you contribute gives you an up-front tax deduction, deferring your taxes when you withdraw money in retirement (when, theoretically, your taxes would be lower anyway.)
A Roth IRA contribution doesn’t provide a tax benefit now, but your distributions when you take them later are tax-free.
There are details and considerations that will impact your financial plan with either choice, so talk with your financial professional about your next steps.
Schedule your appointment today.
Copyright FMG Suite. *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.
Learn more
Find out more about Investment Services at Consumers Credit Union, available through CUSO Financial Services, L.P.*, and meet our CFS Financial Advisors.