When you change jobs or retire, don't leave your company retirement plan or 401k behind.

When you change jobs or retire, you will have some important financial decisions to make. You will need vital information that will allow you to make those important decisions that fit your current situation, investment time frame, and long-term goals and objectives.

Take control of your retirement savings.

At Sb1, available through CUSO Financial Services L.P., an IRA provides:

  • A wide range of investment choices.
  • Enables you to take control of your retirement plan.
  • Allows you to move your retirement savings without any tax consequences out of your former employer's retirement plan.
  • Continues to keep your savings invested tax deferred and without early withdrawal penalties.
  • Gives you flexibility in your investment options.

A 401k rollover allows you to take control of your retirement.

Call today to discuss if a rollover is right for you. For a complimentary appointment contact Diane Badolato at 888.564.4900 or diane.badolato@sb1fcu.org.

Visit the Sb1 Financial Services Department site to learn more.


* 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. Sb1 Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.