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Financial Services Center

COVID-19 Related Financial Messages  From Jason R. Muench, CRPC®, CFP®

Ready to Rollover?

 

Check out these articles for more information on rolling over a 401(k):

Changing jobs. Retiring. Recently divorced?

  • Important decisions on your 401k can be crucial
  • Consider gaining more control of your account
  • Be aware of all the options

Here are your usual choices for an old 401k:

  • Cashing it out and paying taxes on it.
  • Leaving it in the existing plan with the existing options allowed by the employer.
  • Rolling it over to your own IRA or Roth with additional choices of products for continued potential growth and/or income guarantees.

We can help walk you through

  • the options
  • the pros and cons
  • the process

Reach us at 920-652-2570 or FSC@UnitedOne.org.

 


Check out the most recent issue of Financial Focus.


Financial Services Center from UnitedOne

 

Jason R. Ruench, CRPC®
Jason R. Muench, CRPC®, CFP®
Learn more about Jason

 

Check the background of this investment professional on FINRA's BrokerCheck.

 

CUNA Brokerage Services

*This advisor is also an insurance agent and some of the products sold are annuities and insurance contracts. All guarantees are based on the claims paying ability of the issuer.

Financial Services Center Advisors are registered representatives of CUNA Brokerage Services, Inc. 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 registered broker/dealer in all fifty States of the United States of America. CHARTERED RETIREMENT PLANNING COUNSELOR™ and CRPC® are registered service marks of the College for Financial Planning®. The CFP® certification marks are not affiliated with CUNA Brokerage Service, Inc. FR-2886053.1-1219-0122

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