EVENT POSTPONED UNTIL FURTHER NOTICE

Roth Conversions

Are you thinking about converting to a Roth IRA?

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 difference between Roth IRAs and traditional IRAs
• The conditions that make Roth IRA distributions free from federal income tax, and contribution rules for Roth IRAs
• Ways to convert a traditional IRA and/or employer retirement plan to a Roth IRA
• How to calculate the conversion tax**

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

Refreshments will be served.

* 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.

** 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. Representatives are not Social Security experts. To discuss your specific Social Security Administration benefits, please contact the SSA office in your area. FR-2865191.1-1219-0122