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Wellness, Lifestyle, & Planning

Sometimes your financial goals or situations in life will require a special type of account. When it comes to making important financial decisions, we have the tools, accounts, and expertise to help.

IRA Accounts

money-market-accounts


It’s never too early to start investing – and Individual Retirement Accounts (IRAs) are a great way to save. Start today!

Apply Now for an IRA account.

Trust Accounts

Trust

Whether you're looking for a Revocable or Irrevocable Trust Account, we can help you secure funds for your beneficiary.

Estate Accounts

Estate Account

We know navigating through a loved one's affairs can be challenging. We're here to walk you through the process.

Trust-Will-Logo
Through our partnership with Trust & Will, you have the ability to set up an Estate Plan that outlines how you'd like to care for your loved ones.

Setting up the documentation for a Trust, Will, or Nomination of Guardianship is quick and easy with their online step-by-step guide.

 

Plus, receive a 10% discount just for being a member of NASA Federal Credit Union!1


Learn More about Trust and Will.

Custodial Accounts
 custodial

If you're looking for a great financial gift, investing in a Custodial Account in a child's name is the way to go.

Guardian Accounts

Guardian

We can help open and manage an account if you are a court-appointed guardian or assigned as a representative payee.

Minor Accounts

Minor Account

Minor Accounts are a great option to teach a child how to manage money and develop financial management skills.

 

Not sure which account is right for you?

Call 1-888-(NASA-FCU) 627-2328 or email specialtyaccounts@nasafcu.com and we'll be happy to assist you.

NASA Federal Investment Services Also Available

With over 50+ years of experience, the NASA Federal Investments Team, registered through CFS,* will tailor financial plans focused on achieving your specific goals.

Whether implementing a new plan or reviewing an existing plan, our Financial Adviors will execute smart strategies in financial planning, retirement planning, education expenses, and more, to help you achieve your best financial future.

 

Schedule a no-obligation consultation with a Financial Advisor today!

Submit a Request for a specialty account.

1NASA Federal Credit Union members will receive a 10% off discount on Estate Planning services including Trusts, Wills and Guardianships. No promo code required, the 10% discount is automatically applied at checkout to the initial purchase of any Guardian, Will, or Trust-based estate plan.

 

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

 

Confidential information such as account numbers and social security numbers should not be sent by email for security reasons. Instead, please contact us directly at 1-888-NASA-FCU, send us a secure message through eBranch Online Banking or Mobile Banking, or visit your nearest branch.

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