If you’re changing jobs or are in-between jobs right now, what are you going to do with your 401(k)?
Should you cash it in? Should you roll it over? Should you do nothing and have your previous employer keep investing for you?
Meet with a financial professional
When changing jobs, you have choices. It’s important to meet with a financial professional to review all of your options.
From April 17 through June 30, you can earn $100* when you consolidate your 401(k) or IRA accounts to CUSO Financial Services, L.P.** available through Arsenal Investment Center.
Plus, enjoy other benefits that include:
- Potentially lower fees
- Allocate, diversify and re-balance in one portfolio
- Possible estate planning features
- Access to customized financial planning
Investments are offered through CUSO Financial Services, L.P. (CFS)**
David Weis, financial advisor with CUSO Financial Services, L.P.**
For more than 16 years, David has helped his clients develop, implement and monitor personalized financial plans. He specializes in retirement strategies and IRA rollovers for 401(k)s, 403(b)s, 457s, Profit Sharing and TSPs.
Call David at 314.919.1058 or email him at david.weis@cusonet.com to set up an appointment to go over your options today.
Learn more about David
Investments are offered through CUSO Financial Services, L.P. (CFS)**
*Offer valid from April 17 through June 30, 2023, for members who roll over either an IRA or 401(k) with CFS. Qualifying members will receive $100 for rollovers of $25,000.00 or more. Payment will be made to the member’s savings account within 90 days after meeting conditions. Payment subject to 1099 reporting requirements. Must schedule an appointment with CFS by June 30, 2023, to receive this offer. Must be 18 or older to participate. Limit one savings deposit per member. Limited-time offer. While supplies last. CFS reserves the right to provide a raincheck or a substitute of equal or greater value. Before deciding whether to retain assets in an employer-sponsored plan or rollover to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.
** 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. The credit union has contracted with CFS for investment services.
