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Rollover Individual Retirement Accounts

Retired? Changing jobs? You may want to consider rolling your employer-sponsored retirement into a Credit Union ONE Traditional IRA or Roth IRA. With a rollover IRA your can maintain tax benefits and avoid cash distribution penalties while taking charge of your own retirement investment decisions. Choose a fixed-rate, fixed-term Certificate IRA or an IRA Savings account, or ask us about other investment options. Talk to us. We're here to make retirement saving simpler.

Limitations*
  • You must reinvest your retirement plan account within 60 days.
*Withdrawals may have additional penalties. Always consult your tax advisor.

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