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In the final quarter of 2018, interest rate and growth fears, along with geopolitical events, sparked volatility in the financial markets and
1 There are two major disadvantages to indirect rollovers. First, your plan is required to withhold 20% of the taxable portion of
Women can face unique challenges when planning for retirement. Let’s take a look at three of them. First, women frequently step out
Knowing how much retirement income you might receive from Social Security may help you decide when to begin claiming benefits, and how
Answer: If you leave your job, voluntarily or otherwise, you may be able to continue your employer-sponsored health insurance under the federal
*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. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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.