401 K Rollovers

Let Us Help You

VISIT EIWM WEBSITE
CONTACT US

If you’ve changed jobs or are preparing to retire, you may have account balances in one or more previous workplace retirement plans.  If that’s the case, we can help you consider your options.  Give your money a fresh start by rolling it over into an IRA.  Let us help you;

  • Get more flexibility with your investments

With an IRA, you have the freedom to select from a wider range of investments than most employer-sponsored plans typically offer.

  • See your entire retirement picture in a single view

When all of your retirement savings are in one place, it’s easier to manage your accounts and monitor your progress

  • Keep your retirement savings tax-advantaged

Just like your 401(k), 403(b), or other retirement plan, an IRA offers important tax benefits.

Not NCUA Insured

No Credit Union Guarantee

May Lose Value

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured deposits and are not NCUA insured. These products are not obligations of the East Idaho Credit Union and are not endorsed, recommended or guaranteed by East Idaho Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. East Idaho Credit Union and East Idaho Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, ID, MT, NM, NV, TN, TX, UT, WA, WI, WY.