If you are changing jobs, retiring or leaving a job, it may be a great time to consolidate your retirement investments into a rollover IRA. There are often many options for a rollover, and various implications of each. That's why we offer the Rollover Review. With the Rollover Review, you get a personal Rollover Specialist to manage the process and evaluate your investment position. Your advisor will:

• help you understand your investment options
• assist you in the transfer of stock
• discuss tax ramifications
• review your estate planning options

Rollover Review carries no obligations!

Get Started
For more information, or to begin with the Rollover Review, contact a Financial Advisor online today.

Securities offered by Affinity Investment Services, LLC, 73 Mountain View Boulevard, Basking Ridge, NJ 07920, member FINRA/SIPC. Investments offered by Affinity Investment Services are not deposits or obligations of Affinity Federal Credit Union. They are NOT NCUA INSURED and NOT GUARANTEED by Affinity Federal Credit Union or any governmental agency and are subject to INVESTMENT RISK, including LOSS of PRINCIPAL. Investments may lose value. Affinity Investment Services, LLC is a wholly owned subsidiary of Affinity Federal Credit Union. Affinity Investment Services, LLC Business Continuity Disclosure Statement.