If your IRA with another financial institution
isn't earning the returns that you desire, consider making a rollover
or transfer to BrightStar CU. You may also be able to make a rollover from
your employer-sponsored retirement plan to an IRA at BrightStar CU. This
is a good choice if you are retiring or changing jobs and you
want to keep your retirement plan distribution invested and untouched
by taxes. By making a direct rollover or transfer, you may be
able to avoid withholding taxes and penalties on the distribution.
Certain conditions and restrictions may apply.
How to Rollover Your Retirement Funds to
BrightStar CU
Your employer or other financial institution may require you
to initiate a rollover or transfer using their forms, or you
may be able to use our rollover form. Either way, contact a
BrightStar CU representative, and we'll be glad to help you through the
process.
To open an IRA, speak to a BrightStar CU representative today.
Read our Account Disclosures
and Fee Schedule »
Learn the difference between
Traditional, Roth and Coverdell IRAs »
BrightStar CU offers more choices and other Investments and Insurance
options. Learn More»
