$100 Rollover Reward

Rollover Reward

Rollover your 401(k) or IRA account(s) with our CFS Financial Advisor and receive up to a $100 gift card!*

Plus enjoy other benefits that include:

    • Potentially lower fees
    • Allocate, diversify & re-balance in one portfolio
    • Possible estate planning features
    • Access to customized financial planning

Schedule an Investment Services Appointment Today through our Online Scheduling System!

BOOK IT NOW

or give us a call at 210-554-3595

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*Rollover must be an IRA, 401(k), 403(b), 457, or TSP. Offer valid from April 28, 2021, for members who open a new retirement account through CUSO Financial Services, L.P. (“CFS”), at Generations Federal Credit Union through July 31, 2021. Amazon gift cards will be emailed a minimum of 30 days after meeting conditions while supplies last. Qualifying members will receive a $100 e-gift card for balances totaling $50,000 or more, or a $50 e-gift card for balances less than $50,000. Must provide a valid email address. Must be 18 or older to participate. CFS reserves the right to provide a raincheck or a substitute of equal or greater value.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Generations Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.