Rollovers & IRA Transfers
Did you leave something important behind with your last job change?
You may not realize that the money in your employer-sponsored 401(k) plan can leave with you. A 401(k) rollover allows you to transfer your balance into another retirement account — like an individual retirement account or your new employer’s 401(k) plan — while still keeping the money tax-deferred. Based on your circumstances, there may be other options to consider.
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.
The TTIS Financial Advisor can help you evaluate your options so you can make the best decision for your assets and your future.
Call us 615-780-7804, Monday-Friday 8:30 am-4:30 pm (CT) or email us at Bethel.Coleman@cunamutual.com.
For your protection, TTIS does not accept trading instructions via voice mail, text messages, instant messaging, or facsimile. Please speak directly with your Financial Advisor if you need to give instructions related to your account.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The Tennessee Investment Services' Advisors are registered representatives of CUNA Brokerage Services, Inc. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution.