FRAUD ALERT: Beware of Impersonators Posing as Credit Union Employees.

We’ve received reports of fraudulent emails, text messages, and phone calls from individuals pretending to be representatives of our credit union. These scammers may ask for personal information, card details, or account credentials.

Please be advised:
• We will never ask for your full card number, expiration date, PIN, or online banking username/password via email, text, or phone.
• Do not click on suspicious links or respond to unexpected requests for sensitive information.

• If you receive a message or call that seems suspicious, hang up immediately and contact us directly using a verified phone number or website.

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Should I convert to a Roth IRA?

Roth IRA is a great way for clients to create tax-free income from their retirement assets. Yet, keep in mind that when you convert your taxable retirement assets into a Roth IRA you will generally pay ordinary income tax on the taxable amount that is converted. The conversion amount is not subject to the 10% early distribution penalty. Your tax-free potential is maximized if you pay the taxes from your current income or personal savings and not from your IRA. Individuals of all income levels are eligible to convert to a Roth IRA.

Assumptions

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