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Making a Career Change?

9/25/2024

 

Whether it’s through a job change or retirement, you have the option to roll your 401K into an IRA at APCI Federal Credit Union where it is safe and secure.  A Direct Rollover from a 401K or qualified retirement plan is a non-taxable 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 Certificates as an Investment option.

For help deciding whether rolling your plan into a Traditional or Roth IRA is for you, please contact us today by calling 800-821-5104:

Al Kauffman, Certified IRA Professional, at ext. 6840
• Victoria Fernandes, Certified IRA Specialist, at ext. 6887



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