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SLFCU branches and Contact Center are closed, and online, mobile, and automated phone banking are currently unavailable due to our transactional system upgrade. All systems will be available and we will resume regular hours on Tuesday, November 13. Learn more.

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Event Details

Event Name:Is a Roth IRA Conversion Right for You? - Tech Park
Date:May 2, 2018 12:00 PM - 1:00 PM
Available Spots:9
Location:Tech Park - 1301 Britt Street SE, Albuquerque, NM 87123

Is a Roth IRA Conversion Right for You?

Potential benefits, flexibility, and tax advantages

Presented by the MEMBERS Financial Services Program located at SLFCU

  • The rules for Roth IRA conversions
  • The benefits of shifting to a Roth IRA
  • The various types of IRAs

(Or register for the evening session at Juan Tabo.)

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 fifty states of the United States of America. FR-1926698.1-1017-1119

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.

Register: Registration is closed.

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