Fill out the form below to get more information on how you can receive $50 1 by rolling over your IRA or 401(k).
1 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. Los Angeles Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.
Each time you rollover an Individual Retirement Account to LAFCU Investment Services, you will receive $50. LAFCU will deposit $50 into your LAFCU share savings account after you are contacted by LAFCU Investment Services and your membership and rollover paperwork is verified. Restrictions apply; ask us for details. You must be a LAFCU member. Subject to change or cancellation without notice.
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.