Ready to Roll?

 GET $100

FOR A RETIREMENT ACCOUNT ROLLOVER

It's never too soon or too late to start saving for retirement, and for a limited time, Bellco will give you a $100 cash incentive+ when you roll over an existing IRA, 403(b) or 401(k) of $25,000 or greater to Osaic Institutions, Inc.*  Bellco contracts with Osaic Institutions to provide non-insured investment services to Bellco Credit Union members. 

 

A 401(k) rollover can:
  • Provide a wide range of investment choices.
  • Enable you to take control of your retirement plan
  • Allow you to move your retirement savings without any tax consequences out of your retirement plan.
  • Continue to keep your savings invested tax-deferred, and without early withdrawal penalties.
  • Give you flexibility in your investment options.

 

The Osaic Institutions financial professionals located at designated Bellco Credit Union branches can help:
  • Customize plans for your specific needs.
  • Allocate, diversify, and manage your assets.
  • Create flexible income solutions.

 

Ready to get started? Click here to contact us!

 

+$100 cash incentive will be provided to all Bellco members who roll over their IRA, 401(k), or 403(b) of $25,000 or greater with CFS. Limit of two $100 cash incentives per member, for a maximum annual total of $200. Offer valid through December 31, 2023. Bellco members must schedule an appointment with Osaic Institutions by December 31, 202. to receive this offer. Must be 18 or older to participate. Bellco reserves the right to a substitute of equal or greater value. Funds will be deposited into member's Bellco Credit Union checking, savings, or membership account within 60 days after the promotional period ends. Please speak to an Osaic Institutions financial professional for additional information about applicable fees and terms related to the IRA accounts.

Osaic Institutions, Inc. does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.