IRA Rollover
A rollover is a tax-free movement of cash or other assets from one retirement program to another.
There are two kinds of rollover contributions to an IRA:
- In one, you contribute all or part of a distribution that you receive from a retirement account to an IRA with 60 days. This can be done only once every twelve months.
- In the other, you transfer cash or assets directly from one retirement account to another.
No-Cost Consultation
You can make an appointment with your local CFS Wealth Management Consultant at Altura by calling Member Service at 1-888-883-7228 or you can visit your local Altura branch.
Just Getting Started in Investing?
Automatic Investment Plan can help you start an investment portfolio with very little money each month.
Financial Consultants at Altura are registered through CFS in the following states: California, Arizona, Arkansas, Indiana, New York, Utah and Washington.
Investment Products and Services offered through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value. Financial Consultants are employed by Altura Credit Union and registered through CFS. Altura Credit Union is in partnership with CFS (Member FINRA / SIPC) and SEC Registered Investment Advisor.
