If you currently have an IRA or are considering one and want to learn how to make your IRA work harder, this seminar may be for you. Attendees will benefit from the experience of our CFS* Financial Advisor and learn:
-The difference between Roth and Traditional IRA’s
-Common mistakes to avoid with your IRA
-Basic information on tax benefits that may apply**
-What a Rollover IRA is and if it is right for you
*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. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**CFS and its Financial Advisors do not provide tax advice. For such advice, please consult with a qualified tax professional.