IRA Basics Webinar

Tuesday, February 13, 12:00-1:00pm CST

Headed in the right direction with your IRA? As you plan for retirement, you’re faced with many choices. Sometimes you take the right road. Sometimes you don’t. Here’s an opportunity to take the right road and steer toward your personal retirement goals using IRAs.

You’ll learn the answers to your IRA questions, including:

  • What’s the difference between traditional and Roth IRAs?
  • How do I decide which type of IRA is right for me?
  • How much can I contribute to an IRA?
  • When can I withdraw from my IRA for retirement income?
  • Should I consider a rollover into an IRA?
  • How will an IRA fit into my overall retirement plan?

Join us from the comfort of your home or office!


Registration Closed

Look for new dates in 2019. Interested in scheduling a meeting with one of our financial advisors to discuss IRAs and your retirement plan? Email kwright@southeastfinancial.org.

MEMBERS Insurance & Investments and MEMBERS are marketing names for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuity and insurance products are issued by CMFG Life, 2000 Heritage Way, Waverly, IA 50677.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, consult your attorney. FR-1718006.1-0217-0319