Retirement Account Rollover
Many people leave behind one of their most valuable assets, a retirement account, in a plan at their former employer. If you have such an account, consider the benefits of doing a rollover to an IRA at HawaiiUSA Investment and Insurance Services, through CFS*.
- You probably will have many more investment choices than are available in your current plan.
- You may be able to consolidate accounts, greatly simplifying your retirement planning.
- Having all your retirement funds in one place can help when you retire and begin drawing income.
- You will be able to work with a CFS Financial Advisor at HawaiiUSA who can help you to make wise decisions about your retirement investments. This is especially important in today’s volatile markets.
- We can help you to transfer your retirement account directly to an IRA, without taxes and penalties.
To speak with a Rollover Professional at HawaiiUSA, call us at 844-8338 or stop in at any of our branches.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. HawaiiUSA Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.