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Partner Colorado Credit Union Investment ServicesPartner Colorado Credit Union Investment ServicesPartner Colorado Credit Union Investment ServicesPartner Colorado Credit Union Investment Services
  • Investment Services
    • Financial Planning
    • Nearing Retirement
    • Retirement Planning
    • Life Insurance
    • Saving for College
    • Estate Planning
    • Income Strategies in Retirement
    • Consolidating Retirement Accounts
  • CFS Advisor
    • Larry Nazarenus
  • Calculators
    • Retirement Calculator
    • Investing Calculator
    • IRA Options Calculator
    • 401k Calculator
    • College Calculator
    • Life Insurance Calculator
  • Contact Us
  • Partnercoloradocu.org

Consolidating Retirement Accounts

  • Financial Planning
  • Nearing Retirement
  • Retirement Planning
  • Saving for College
  • Life Insurance
  • Estate Planning
  • Consolidating Retirement Accounts
  • Income Strategies in Retirement
Home Investment Services Consolidating Retirement Accounts

In or nearing retirement, everyone should begin to look closely at their funds. If you have IRAs, 401(k)s and pension plans scattered all over, you may want consider consolidating your accounts.** At Partner Colorado Credit Union one of our CUSO Financial Services, L.P. (“CFS”)* Financial Advisors can help you answer your rollover questions and find ways to:

  • Potentially save money on annual fees
  • Create opportunities to allocate, diversify, and rebalance in one portfolio
  • Simplify required minimum distributions
  • Provide access to one easy consolidated statement

To learn more about consolidating retirement accounts, contact us today to schedule a complimentary, no-obligation appointment:

*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 to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

**Before deciding whether to retain assets in an employer sponsored plan or roll over 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.

  • Larry Nazarenus

    Financial Advisor

Copyright 2017 CUSO Financial Services, L.P. | All Rights Reserved
  • Investment Services
    • Financial Planning
    • Nearing Retirement
    • Retirement Planning
    • Life Insurance
    • Saving for College
    • Estate Planning
    • Income Strategies in Retirement
    • Consolidating Retirement Accounts
  • CFS Advisor
    • Larry Nazarenus
  • Calculators
    • Retirement Calculator
    • Investing Calculator
    • IRA Options Calculator
    • 401k Calculator
    • College Calculator
    • Life Insurance Calculator
  • Contact Us
  • Partnercoloradocu.org
Partner Colorado Credit Union Investment Services