Financial Services Center

The Financial Services Center 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.

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):

• 5 Things to Know About 401(k) Rollovers
• 401(k) Rollovers in 5 Easy Steps

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.

Jason R. Muench, CRPC®, CFP® and Robert A. Reindl, Registered Representative Learn more about Jason and Rob.

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

*Financial Services Center Financial 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. 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-3126296.1-0620-0722

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