ABC's of IRAs

When
Thursday, March 21, 2019 - 5:30 pm
Where

New England Federal Credit Union
141 Harvest Lane, Williston, VT

Presenter(s)
Jonathan Whitehouse & Scott Hinman, ChFC®, Financial Advisors, CUSO Financial Services, L.P.
Seats Available
47
 

Individual Retirement Accounts (IRAs) are a common way to save for retirement while providing a tax deferred way to invest. Understanding the benefits and rules regarding Traditional and Roth IRAs is essential to avoiding costly mistakes resulting in tax penalties. We’ll discuss rollovers, contribution limits, catch up provisions and more…

Join us for this seminar as we delve into IRAs and how IRAs fit into your financial plan.

 

*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. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.