January 1, 2011 | Changing Jobs and Making Financial Choices

CCIS logoMillions of employees will change jobs this year through career moves, layoffs or retirement. What do you do with your retirement savings? The options include leaving it in your former employer’s plan, transferring it to a new plan, taking it in cash or rolling it into  a Traditional IRA. Careful planning is important. With the help of Community Choice Investment Services, you have the potential to:

  • Avoid costly taxes and penalties that can amount to 50% of your account value.
  • Keep your money intact and working for you up to and through retirement.
  • Gain greater control of your retirment future by expanding your investment distribution options.
  • Consolidate several plans into one.

To learn more about your plan distribution options, please contact our trusted advisors at a branch near you. Call 877.243.2528 to schedule a free consultation or click here to read more about Community Choice Investment Services.

* Securities, financial planning, and insurance products offered through LPL Financial and its affiliates.
Member FINRA / SIPC.
LPL Financial is not affiliated with the Credit Union.
Community Choice Credit Union is not a registered broker/dealer.
 
Not NCUA Insured No Credit Union Guarantee May Lose Value

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, AZ, FL, CA, WA.

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