Rollovers & IRA Transfers
Have you found yourself among the millions of Americans who've suddenly become unemployed or have switched careers due to recent events? In addition to making sure you're meeting expenses and developing a path moving forward, you'll need to consider what to do with your retirement plan from a previous employer. Should you rollover your 401(K) or leave it where it's at? Our latest guide, 5 Pros & Cons of 401(K) Rollovers, provides insights.
Making the right decisions at the right time can help ensure the money you worked hard to save continues to work hard for you. If your employment status changed recently, don't neglect one of your most important assets. Bethel Coleman, our TTIS Financial Advisor, can help you evaluate your options so you can make the best decision for your assets and your future.
Contact Your Financial Advisor
Bethel Coleman, CRPC
To request a Consultation, call us at 615-780-7804. Monday-Friday 8:30-4:30, email us at Bethel.Coleman@cunamutual.com., or click below.
For your protection, TTIS does not accept trading instructions via voice mail, text messages, instant messaging, or facsimile. Please speak directly with your Financial Professional you need to give instructions related to your account.
*The Tennessee Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
*The Tennessee Investment Services Professionals are registered representatives of CUNA Brokerage Services, Inc. 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.