Planning for Retirement Starts Today

Roll Over Your Annuity to a Credit Union IRA

If you’re like many people, you dream about a retirement where you can laze about the house, maybe do some home projects, play with the grandkids, or travel with your spouse. When you think about how you’re going to pay those 15, 20, 30 years of retirement, does your heart start to race? Do you start to sweat a little? If so, you’re also not alone.

According to a 2018 study by Northwestern Mutual, nearly half (46%) of adults have taken no steps to prepare for the likelihood that they could outlive their savings. The study also found that 33% of Baby Boomers (born between 1946-1964) only have between $0-$25,000 in retirement savings. We don’t want this to be you.

While you do receive an annuity from the Ironworkers Union, is it enough to cover all your expenses after you retire? If you’re not sure, give us a call. It’s our goal to help you create a financial plan for your retirement years that will allow you to do as much – or as little – as you want when you retire. If you plan on retiring before you’re eligible to receive full Social Security benefits or Medicare, it’s important to make sure you have enough money to supplement your income during those gap years.

Ironworkers USA Federal Credit Union has many products, including Traditional IRAs, Roth IRAs and Certificate (CDs) accounts, that can help you save for retirement, invest your annuity and be ready for life after work. When you’re ready to retire, we can help you pull the money from your annuity and direct it into a Credit Union account. The Credit Union is a safe place for your retirement money, and we have accounts that can make your money readily accessible if you need it.

The best time to take control of your retirement is before you retire. We can help you take control so you know that you and your family will have the money you need when it’s time to hang up your hard hat. 

Give us a call today at 877-769-4766 to get started!


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