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Even though tax filing season is well underway, there’ still time to contribute to an IRA! 
Schedule your complimentary session with a CFS* Financial Advisor now!

WHAT'S AN IRA?

An Individual Retirement Account (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a 401(k) or an other plan at work, you might also consider investing in an IRA.

Deductible contributions to a traditional IRA can reduce your taxable income. If you haven't already contributed up to the maximum amount allowed, consider doing so.

Need help? As a Community First member, you get special access to our team of local CFS* Financial Advisors who are here for you!

READY TO CONNECT WITH YOUR DEDICATED ADVISOR?

Schedule a complimentary in-person, over-the-phone or video session by filling out the form on this page. Or, give us a call at 904.371.8076 (select option 9).

MEET YOUR COMMUNITY FIRST FINANCIAL ADVISOR TEAM

FILL OUT THE FORM TO SCHEDULE YOUR COMPLIMENTARY SESSION

*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. Community First Credit Union of Florida 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.