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 MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

• The rules for Roth IRA conversions
• The benefits of shifting to a Roth IRA
• IRA options

Refreshments will be offered.

(Or register for the morning session at Edgewood or the lunch session at Tech Park.)

* MEMBERS Financial Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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-2294339.1-1018-1120