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When credit union members leave their employer or retire, they can take their retirement plan money with them and transfer the funds into another IRA–called a rollover. Both defined-benefit and defined-contribution plans allow for an eligible rollover distribution.
Employees who leave an employer sponsored retirement plan may choose to do one (or a combination) of the following:
If you’re not sure which option is best for you and your family, schedule a personalized, private meeting with an advisor today.