Put your hard-earned money to work!
If you’ve recently changed employers or are between jobs, you might be wondering what will become of your 401(k) (or other retirement savings account).
You likely have several options to choose from, but right now you could earn up to a $100* rollover reward when you consolidate your 401(k) or IRA retirement accounts** with Florida Credit Union through CUSO Investment Services! One of our Financial Advisors available through CUSO Financial Services, L.P. ** can help answer your questions and find ways to potentially:
- Save money on annual fees
- Create opportunities to allocate, diversify, and rebalance in one portfolio
- Simplify required minimum distributions
- Provide access to one easy consolidated statements
You could earn up to $100*, based on the amount of your rollover:
$25 for $25,000 - $49,999
$50 for $50,000 - $99,999
$100 for $100,000 or above
Ken Toops, CRPC, Financial Advisor
As the exclusive financial advisor to Florida Credit Union, Ken brings more than 10 years of industry experience to the job. His mission is to help you implement and monitor financial plans that are designed to address your specific needs and objectives through a thoughtful, disciplined approach to investment and risk management.
Office: 352.377.4141 ext. 4272
*Reward is based on amount of rollover. You could earn rewards as follows: $25 for $25,000-$49,999, $50 for $50,000-$99,999, or $100 for $100,000 or above.
**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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.