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Event Details

Event Name:Steering Toward Retirement with IRAs - Juan Tabo
Date:January 15, 2019 5:30 PM - 6:30 PM
Price:Free
Available Spots:50
Location:Juan Tabo, 3707 Juan Tabo NE, Albuquerque, NM
Phone:505.293.0500
Description:

Steering Toward Retirement with IRAs

A Tax-favored Way to Supplement Retirement Income

Presented by the MEMBERS Financial Services Program located at SLFCU

  • The difference between traditional and Roth IRAs
  • Deciding which type of IRA is right for you
  • IRA contribution limits and withdrawal guidelines
  • Fitting an IRA into an overall retirement plan

Refreshments will be provided.

(Or register for the lunch session at Tech Park)


Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all 50 states of the United States of America. FR-2294339.1-1018-1120

Register: Registration is closed.

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