401k / IRA Rollover

We’ve been helping members plan for their future for over 90 years with our high-yield investment options. There are several investment options to choose from or use in combination to achieve your goals.

TRANSFER YOUR 401K

Chances are you'll have to roll over a retirement account at least once in your career. If you've recently left an employer, you'll need to decide what to do with your retirement plan savings.

With Community 1st Credit Union you can open a Rollover IRA and transfer your 401(k), 403(b) or other employer-sponsored retirement plan without incurring additional and unexpected taxes and penalties.

REASSESSING YOUR PORTFOLIO

A Rollover IRA also provides a good opportunity to reassess your retirement portfolio, as it allows you to choose from investments not traditionally offered by employer plans. For more information on the Rollover IRA, stop by your nearest branch or call one of our Community 1st Representative on (800) 247-7328.

 

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