HOW DO YOU ROLL OVER THAT 401(k)? Start by asking someone you know Do you cash it out? Leave it in your previous employer's plan? Move the assets into a rollover IRA or Roth IRA? Roll over the funds into your current employers plan? How about this? Set up an appointment with an NCU Financial advisor. We'll help you understand options, and together we figure out what's right for you. NCU FÍNANCIAL Proudly located at Navigant Credit Union. 401.233.4337 RETINEMENT INsURANCE WEALTH MANAGEMENT To us you're family. STEVE LAVERGNE, Financial Advisor REID HANSEN, Financial Advisor JEFF GAGNON, Finandial Advisor MARIA DOUKAS, Coordinator 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA. FR-2970387.1-0220-0322 HOW DO YOU ROLL OVER THAT 401(k)? Start by asking someone you know Do you cash it out? Leave it in your previous employer's plan? Move the assets into a rollover IRA or Roth IRA? Roll over the funds into your current employers plan? How about this? Set up an appointment with an NCU Financial advisor. We'll help you understand options, and together we figure out what's right for you. NCU FÍNANCIAL Proudly located at Navigant Credit Union. 401.233.4337 RETINEMENT INsURANCE WEALTH MANAGEMENT To us you're family. STEVE LAVERGNE, Financial Advisor REID HANSEN, Financial Advisor JEFF GAGNON, Finandial Advisor MARIA DOUKAS, Coordinator 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA. FR-2970387.1-0220-0322