Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings account from a previous employer? What are your options and how will your decision impact your long-term retirement savings?
Here’s an opportunity to get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings account balance to consider, including:
-
Four major options for retirement plan balances when changing jobs
-
Pros and cons of each option
-
How a rollover works
Space is limited, so make your reservations today. Feel free to give me a call at 678.592.9694 with any questions about the virtual seminar or contact me by email at Andy.Anderson@cunamutual.com. I look forward to seeing you virtually!
RESERVE YOUR VIRTUAL SEAT!
Andy Anderson, AIF®, CFS®, LUTCF
Financial Services Representative
1505 Lakes Parkway, Suite 100
Lawrenceville, GA 30043
678.592.9694
Andy.Anderson@cunamutual.com
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
FR-3653444.1-0621-0723
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.
MGA-3055135.1-0420-0522 © 2021 CUNA Mutual Group