Funds grow tax-deferred, but are taxed at your current ordinary income when withdrawn after age 59½.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.
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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.
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