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BCU Annual Meeting Refinance and Save

Learn How to Plan for Retirement And How to Plan During Retirement
Wednesday, February 22, 2017

Hosted by Brokaw Credit Union
Presented by FMS Financial Services, Inc.

5:15 seminar with complimentary dinner to follow.

Learn About The Following Critical Topics

  • Actions to take to Prepare For Retirement.
  • Learn How to Rollover Your 401k, 403b, 457, or Retirement Plan.
  • Review of How Retirement Plans can be Invested, Distributed, and Passed On.
  • Discuss the Difference Between Accumulation, Protection, & Distribution During Retirement.

Call to reserve your spot 715-359-7012 • Seating is limited

Great Dane Pub & Brewing CompanyGreat Dane Pub & Brewing Co.
2305 Sherman St.
Wausau, WI 54401

Benjamin Pfiffner,
Insurance, Retirement & Savings Specialist

Brent Browning

Brent Browning

Gail McAllister

Gail McAllister

Kurt Powers

Kurt Powers

Non-Bank products and securities are not insured by the FDIC or any other federal government agency, and are not a deposit of, obligation of, or guaranteed by Brokaw Credit Union or FMS Financial Services, Inc. located at Brokaw Credit Union. Investments are subject to investment risk, including possible loss of principal amount invested.

Investing: Starting at 25 vs. Age 35

IRAs and Brokaw Credit Union: A winning formula

"Winning is never accidental. To win consistently, you must have a clear plan and intense motivation." --Lou Holtz, legendary football coach

Great advice, especially when it comes to retirement. A retirement plan and determination will take you where you want to go--traveling, golfing, or relaxing by a lake.

Whatever you have in mind for your golden years, a BCU individual retirement account (IRA) is a safe harbor for your retirement funds. There are various IRA investment types, and many maturity options, so funds are available when you need them, now or later.

Because you don't have to keep your IRA in the same account forever, it pays to shop around. IRA rules permit you to transfer, tax-free, IRA assets to different financial institutions or brokers. And, if you leave an employer, you may be able to move accumulated pension benefits into an IRA. If you're switching jobs, you also can use an IRA as a holding account for moving funds to your new employer's plan.

If you need some, but not all, of your IRA assets, it's possible to move part of the withdrawal tax-free into another IRA and keep the rest of it. Of course, the amount you keep generally will be taxable and, based on your age, may be subject to the 10% early federal withdrawal penalty, and an additional state penalty. Shifts are subject to certain rules to avoid penalties, so check with your tax adviser to be sure.

When you're ready for a change, contact Brokaw Credit Union bout rolling over established IRA funds, adding funds to, or putting new money into an IRA.

Brokaw Office

300 Everest Ave
PO Box 151
Brokaw, WI 54417
Phone: 715-675-2319
Fax: 715-675-5511

Lobby Hours:
M, T, Th 9:00-4:00
Fri 9:00-5:30
Closed Wed and Sat

Drive-up Hours:
M, T, Th 8:30-4:30
Fri 8:30-5:30
Closed Wed and Sat

Weston Office

2006 Schofield Ave
PO Box 199
Weston, WI 54476
Phone: 715-359-7012
Fax: 715-355-5295

Lobby Hours:
8:30 am to 4:30 pm
8:30 am to 5:30 pm

Drive-up Hours:
7:30 am to 5:00 pm
Tues, Wed, Thurs
8:30 am to 5:00 pm
7:30 am to 5:30 pm
9:00 am to 12:00 noon

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Apply for a Brokaw Credit Union Scholarship!

Brokaw Credit Union is awarding one scholarship of $500 to a graduating high school senior planning to continue his/her education at a four-year university or two-year technical trade school.

  • Applicants must be a BCU member in good standing for six months or longer.
  • • Applicants must have a cumulative grade point average of at least 2.5 on a 4-point scale.
  • Selection criteria may include, but is not limited to: GPA and completed essays.

Completed applications must be submitted to a Brokaw Credit Union office by the close of business on Thursday, March 9, 2017, for consideration by the selection committee.

Download application here

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