Allegacy Investment Group is dedicated to providing you with sound financial planning as well as specialized products and services for every stage of life. Our experienced CFS* Financial Advisors, with combined experience totaling more than 200 years, offer complimentary plans and free, no-obligation educational workshops to help you stay informed in an ever-changing market.
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  • What's New in the Housing Market for 2015?
    Home buyers and sellers finally have reason to celebrate in 2015. After almost a decade of limping along toward recovery, it seems as though the housing market has
  • Five Steps to Tame Financial Stress
    Do you sometimes lie awake at night thinking about bills that need to be paid? Does it feel as though you're drowning in debt? If this describes you, you might
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    An important part of estate planning involves consideration of funeral or memorial arrangements, including paying for some or all of the costs in
  • What is the Roth 401(k) five-year rule?
    The Roth 401(k) five-year rule determines when you can begin receiving tax-free qualified distributions from your 401(k) plan Roth account. While it's similar to the
  • What is the Roth IRA five-year rule?
    Actually, there are two five-year rules you need to know about. The first five-year rule determines when you can begin receiving tax-free qualified distributions from
    
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 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. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. 

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. Ā©2014 Allegacy Federal Credit Union.

CUSO Financial Services, L.P. and its representatives do not offer tax advice. For such advise, please contact a tax professional.