DCU Financial Home  >  IRA/401K Rollovers

IRA/401K Rollovers


 Reevaluate Your Retirement Plan

Occasionally, you should reevaluate your retirement planning to make sure you are on track to meet your goals. You may find that you've accumulated a number of retirement accounts over the years. Consolidating these assets can simplify your life and help you take better control of your financial future.
We can help you understand your options:
• Should you keep your retirement savings where it is, move it, or consolidate it?
• What retirement accounts are right for your goals?
• Should you consider a Roth IRA conversion?
We can help you answer these questions and create a plan unique to you and your retirement goals.
At DCU Financial, our Financial Consultants can help you develop a strategic plan for the future. DCU Financial is here to help you consolidate your IRAs and 401Ks, as well as provide access to advice on investment strategies for your retirement.
To schedule your appointment today, simply:
• Call us at 800.328.8797, ext. 6077
• Email us at financial@dcu.org
• Visit us at dcufinancial.com
Don't leave your retirement accounts unattended, schedule an appointment today!

Jump over navigation links to end of page


Securities, advisory services, and insurance products are offered by LPL Financial and its affiliates, a Registered Investment Advisor, Member FINRA/SIPC. DCU and DCU Financial are not registered broker/dealers, nor are they affiliated with LPL Financial. The DCU Financial site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, CO, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TX, UT, VA, VT, and WA.

Not NCUA Insured. Not Credit Union Guaranteed. May Lose Value.
DCU Financial
220 Donald Lynch Boulevard, Marlborough, MA 01752 • 800.328.8797, ext. 6077 • Email: financial@dcu.org
© 2010  DCU Financial