Retire with Confidence
There are many important financial decisions to make in retirement. One of the most critical involves deciding what do with your retirement account at work. This process can seem daunting and downright confusing. It doesn't need to be. Your credit union can help.

Employer Rollovers Made Simple
Your credit union representative will contact you to proceed with this important step. We will simplify the process to open an IRA account so that your employer retirement account funds can be deposited at the place you trust. Ensuring you are using your retirement savings properly and maximizing your retirement income is how we can help.

Consolidate for Simplicity and Control
It is likely that over the years you've accumulated accounts at various financial institutions, or left the money behind at a previous employer. Managing this can prove difficult and may hinder the development of an appropriate retirement income plan. Your credit union will assist you in consolidating these accounts into one account at the credit union.

• Before making any decision about your pension distribution, be sure to contact your credit union first. To locate a credit union, go to ncua.gov/indexdata.html



• Once you retire, a retirement income plan should be developed.



• Consolidating your accounts will help in preparing an effective retirement income plan.