It’s always the right time to start planning for retirement – whether you’ve just joined the working world or have hit your stride (or have been striding for years) in your career. If you’re not a planner, that’s OK. Our Investment Representatives can help you choose the right products.
Funds grow tax-deferred, but are taxed at your current ordinary income when withdrawn after age 59½. Contribution eligibility not tied to individual or household income.
Funds grow tax-deferred and withdrawals after the age 59½ are tax-free. Contribution eligibility is based on individual and household income limits.
Check the background of your investment professional on FINRA's BrokerCheck.
BrokerCheck Access CUNA Brokerage Account
Affinity Plus Investment Center advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2291946.1-1018-1120
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