IRAs & 401(K)s: Steering Towards Retirement in 2020 -Southeast

Are you on target with your retirement plans? Whether your answer is "Yes", "No", or "I'm not sure", here’s an opportunity to learn how to get on track toward your personal retirement goals using IRAs & 401(k)s… at no-cost and no-obligation.

• What the SECURE Act is and how it affects your IRA
• The difference between IRAs and 401(k)s, and how to decide which type of plan may be right for you
• How much you could contribute to your IRA and a 401(k) for the year, and when should you withdraw from your accounts for retirement
• How rolling over your 401(k) to an IRA may benefit you

Please RSVP through the links provided above. This Retirement Seminar will be presented by John Woltemate, HFCU Investment & Retirement Services Senior Financial Advisor, Program Manager. For information about the event, you can also contact John Woltemate directly at (281)243-0565, or email him at johnw@houstonfcu.org.

MEMBERS Insurance & Investments and MEMBERS are marketing names for the products, services, and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries, and affiliates. Not NCUA/NCUSIF/FDIC insured may lose value, no financial institution guarantee. Not a deposit of any financial institution. Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific Social Security benefits, please contact the Social Security Administration office in your area. MGA-839092.3-0117-0219 ©CUNA Mutual Group 2020