IRA OPTIONS TRADITIONAL / ROTH / SEP


 

Individual Retirement Accounts (IRAs) offer tax advantages to encourage you to save money for your retirement.  There are different IRA options available for different financial situations.  

Types of IRAs:
  • Traditional IRA
  • Rollover IRA
  • Roth IRA
  • SIMPLE IRA
  • SEP IRA
  • Non-deductible IRA
  • Beneficiary IRA
  • Trusteed IRA

Connect with your CFS advisor
at NASA Federal Credit Union to learn which IRA options are available to you and find out which is best for you.




 
 
 
*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. 

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional.