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The Carolinas Telco Capital Advisors program is offered through CUNA Brokerage Services, Inc.® a broker/dealer focused on serving credit union members. CUNA Broker Services, Inc. is an affiliate of CUNA Mutual Group.

MUTUAL FUNDS

Through MEMBERS Financial Services, you have access to a wide variety of mutual funds appropriately matched to your investment goals and objectives. In addition, we offer financial management planning to assist you in reaching your goals.

Learn more on the Investor Connection site.

STOCKS & BONDS

Stocks and bonds can range in risk-tolerance from conservative to more aggressive. No matter what type of investor you are, we're here to help!

Learn more on the Investor Connection site.

Looking for more information?
Check out our videos and Loose Change eNewsletter.

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An IRA is an investment account that belongs to you, to which you contribute. It can consist of stocks, mutual funds, bonds, annuities, certificates or other investment products. Your earnings grow tax-deferred until they’re distributed. In some cases, they’re not taxed at all.

Learn more on the Investor Connection – IRA page.

ROLLOVERS

When you close or take money out of a retirement account before the IRA guidelines allow it, you may have to pay the ordinary income taxes on the amount, plus an early withdrawal penalty. Let us help you move your retirement funds, penalty free!

ANNUITIES

Annuities are tax-deferred investing options that provide a supplement to a retirement program. We offer both variable annuities and fixed annuities to meet your needs.

Learn more on the Investor Connection – Annuities page.

MANAGED ACCOUNTS

Managed accounts are designed to match your specific financial needs and objectives. These portfolios come in a variety of structures and are handled by professional investment managers.

Learn more on the Investor Connection – Managed Accounts page.

 

*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.

Representatives are not tax advisors. For questions concerning your specific tax situation, please consult a qualified tax professional

Carolinas Telco Capital Advisors are registered representative of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. FR-2508333.1-0419-0521