Check with your former employer to verify that your 401(k) can be rolled over to an IRA. If it can be, one of our member service representatives can assist you at any of our locations. You will need to bring your most recent 401(k) statement with you.
We can help you start saving for retirement today. We currently offer the following IRA options:
Individual Retirement Accounts are an important part of planning for your future financial well being. These types of accounts offer tax advantages and there are two primary categories of IRAs: Traditional and Roth.
Traditional IRAs boast tax-deductible contributions–taxes are not paid on deposits until you begin to make withdrawals, so the investments grow tax-deferred. On the other hand, contributions to a Roth IRA are not tax-deductible, so as a result they are tax-free upon distribution. Your earnings in these types of accounts also grow tax-deferred, so income taxes on the investment earnings are not paid until withdrawals are made.
To open an IRA account or for more information, please call a member service representative at 800-356-0067.