Retirement planning

These days we’re all living longer and facing a longer retirement. Whether you enjoy your retired years or struggle to make ends meet will depend on whether you’ve saved enough money. Since fewer employers are offering a traditional pension plan, you’ll need to be smart about saving and investing for retirement. We can help. Our CFS Financial Advisors will work with you to review your current retirement savings, create a strategy and review progress as you approach and move through retirement.

Start planning your best retirement today. Call 800-732-0173 ext. 4296 or make an appointment.

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PERS retirement planning

Those of you in the PERS system know that it has undergone changes and may be changing in the future. We keep up with those changes and can help you understand how your PERS fits into your retirement.

IRAs and rollover strategies

Through CFS, Oregon State Credit Union provides a variety of non-deposit IRAs and retirement accounts. We’ll help you decide if you could benefit from rolling over an old employer retirement account or consolidating IRAs. Our CFS Financial Advisors can help you balance your current financial needs with long term savings goals.

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.

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