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Retirement Planning

RETIREMENT PLANNING

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It's never too early to think about the future

The financial decisions that you make today have an impact on how secure you will feel in your retirement years. Retirees today lead healthier and more active lifestyles for longer periods. You need a financial plan that will assure you of the income you need to maintain your current lifestyle and allow you to fulfill all of your financial goals - from charitable giving to passing wealth on to future generations.

Helping you achieve all of your financial goals

We work with you to design an investment strategy and create a comprehensive financial plan. In developing your financial plan, we'll take into account all of your personal circumstances and the life events that can trigger needs for increased cash flow or enhanced investment returns.

A CFS* Financial Advisor at NASA FCU will work hand in hand with you to help maximize your earnings from IRAs, 401(k) plans and company pension plans.

Retirement Rollovers - 401(k), 403(b), 457

Leaving an old retirement account with a former employer isn't your only option. Enjoy the simplicity and control of rolling your old retirement plans and transferring your IRAs into one central IRA. A CFS* Financial Advisor can help with the rollover process and help keep you on track to meeting your retirement goals.

  • Full range of investment opportunities
  • Guidance tailored to your situation
  • Convenience of consolidated investments

Learn about the advantages of rolling into an IRA, the risks of cashing out, and more. Talk to a CFS* Financial Advisor today.

*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.

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