Realize your financial goals with solutions tailored to your needs. For a no cost, no obligation meeting, contact the MEMBERS Financial Services Representative for assistance with mutual funds, insurance needs and more.
Before 2010, conversions from a traditional IRA to a Roth IRA were available only for those making $100,000 or less in modified adjusted gross income (MAGI).
Beginning in 2010, though, the income limit goes away and everyone is eligible.
Not only that, for conversions done in 2010, the taxes due when switching to a Roth IRA can be deferred and spread across two years - 2011 and 2012.
For those considering a Roth conversion, that could provide real advantages.
Just how confident are you that you'll have enough money set aside for your retirement? Do you feel good about how you're investing the dollars you've already saved? Find out where you are at with our Retirement Road Test today!
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Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.
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