Solutions

IRA Rollovers


Retire with Confidence
There are many important financial decisions to make in retirement. One of the most critical involves deciding what do with your retirement account at work. This process can seem daunting and downright confusing. It doesn't need to be. We can help. We’ve been providing financial advice to United Nations employees and their families since 1947 and our tradition of service, trust and experience is now available to you and your family.


Employer Rollovers Made Simple
Please complete the form below or call us and one of our retirement income planning advisors will assist you with this important step. We will simplify the process to open an IRA account so that your employer retirement account funds can be deposited at a place you can trust. Ensuring you are using your retirement savings properly and maximizing your retirement income is how we can help.


Consolidate for Simplicity and Control
It is likely that over the years you've accumulated accounts at various financial institutions, or left the money behind at a previous employer. Managing this can prove difficult and may hinder the development of an appropriate retirement income plan. Our experienced Financial Advisors will assist you in consolidating these accounts into one account. From there, she will work with you to create a retirement income plan and discuss suitable investment strategies for your assets.


To have a Credit Union representative contact you, please fill out this form.

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My Upcoming Retirement Estate Planning
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Investing in Retirement Insurance
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TIPS
  • Before making any decision about your pension distribution, please contact us first so that we can discuss the various options and how they might fit with developing a retirement income plan.
  • Once you retire, a retirement income plan should be developed.
  • Consolidating your accounts will help in preparing an effective retirement income plan.
Questions? Call 1.212.324.3900
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