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Job Changes & Account Rollovers

Most experts agree that what you do with your retirement assets when changing jobs or retiring can be one of the most important financial decisions you will ever make.

If you’ve left behind a 401(k), 403(b), or 457 at your former employer—or are about to—you have the opportunity to take control of your retirement savings. A Rollover Individual Retirement Account (IRA)* is an option to consider. While maintaining a tax deferred status, a Rollover IRA gives you the versatility and freedom to choose the investment vehicles that help meet your individual financial needs, including mutual funds, stocks, bonds, annuities, and more.

To learn more about your options and discuss ways to help improve your retirement savings strategy, contact a CFS Financial Advisor to schedule a free, no-obligation appointment.

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 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.

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.

  • Photo of Andrew Lawrence

    Andrew Lawrence

    Financial Advisor
  • Beau Kelley

    Beau Kelley

    Financial Advisor
  • Mike Lin

    Mike Lin

    Financial Advisor
  • photo of Mitch Hamilton

    Mitch Hamilton

    Financial Advisor

CFS logo

253.383.2016

info.cfsinvest@soundcu.com

Sound Credit Union
P.O. Box 1595
Tacoma WA 98401

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Copyright 2019 CUSO Financial Services, L.P. | All Rights Reserved
  • INVESTMENT OPTIONS
    • Retirement Planning
    • Job Changes & Account Rollovers
    • Asset Management
    • Educational Funding
    • Estate Planning
    • Insurance Planning
  • OUR TEAM
    • Andrew Lawrence
    • Beau Kelley
    • Mike Lin
    • Mitch Hamilton
  • RESOURCES
    • Articles
    • Calculators
      • Retirement Calculator
      • Investing Calculator
      • IRA Options Calculator
      • 401k Calculator
      • College Calculator
      • Life Insurance Calculator
    • Videos
  • LOGIN
    • Clear 1
  • CONTACT US
  • SOUNDCU.COM
Sound Credit Union Investments