Smiling man working on taxes on laptop in living room.

YOU CAN STILL SAVE ON 2017 TAXES

You Have Until April 17th to Open or Contribute to an IRA and Save on Your 2017 Taxes.

Normally, tax day in the U.S. is on April 15th. This year that falls on a Sunday. Monday the 16th is a holiday in Washington D.C.; Emancipation Day, so, Tax Day 2018 is Tuesday, April 17th.

 

Point Loma Credit Union is contracted with CUSO Financial Services, L.P. (CFS)† to offer a full range of investment and insurance solutions to our members. That includes IRAs and other tax-efficient investments.*

CFS CAN HELP WITH:

  • Creating or reviewing your financial plan
  • Understanding investment options and risk
  • Investment portfolio analysis
  • Tax-efficient investments*
  • Portfolio consolidation and management
  • Retirement Planning
  • IRA, 401(k), 403 (b), 457 plans and TSP rollovers
  • Education funding
  • Life and long-term disability care insurance

FOR MORE INFORMATION,

VISIT ANY OF OUR 6 CONVENIENT LOCATIONS:

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†Established in 1996, CFS (CUSO Financial Services) offers a full range of investment and insurance solutions to PLCU members. The mission is to grow successful investment programs that help our members gain and maintain their own financial security.

 

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

 

*For specific tax advice, please consult a qualified tax professional. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.