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.
**$100 gift card provided to all Credit Union members who roll over their IRA, 401(k), of 403(b) of $25,000 or greater or who invest $25,000 with CFS. Limit of one $100 gift card per member. We cannot compensate more than $100 per person per year. Must be 18 or older to participate. CFS reserves the right to provide a rain check or a substitute of equal or greater value.
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