Making A Career Change - Rollover Your 401K

9/19/2022

Whether it’s through a job change or retirement, you have the option to roll your 401k into an IRA at a place where it is safe and secure.

 

A Direct Rollover from a 401k or qualified retirement plan is a nontaxable event. By rolling your 401k or other qualified retirement plan from your previous employer, you have more flexibility and control while maintaining great tax advantages.*

 

Also, your IRA at the APCI Federal Credit Union is federally insured up to $250,000, so you know your money will be there when you need it. We also offer IRA Share Certificates as an investment option. To help decide whether rolling your plan into a Traditional or Roth IRA is for you, please contact Al Kaufman by calling 800-821-5104 ext. 2840 today.

 

*Consult a tax advisor



« Return to "APCI FYI Blog" Go to main navigation