Investments

Make the Most of a 401(k) Rollover with CFS

Most experts agree that what you do with your 401(k) assets when changing jobs or retiring can be one of the most important financial decisions you will ever make. You need vital information that allows you to make those important decisions that fit your current situation, investment timeframe, and long-term goals and objectives.

The Investment Services group at New Mexico Educators Federal Credit Union, available through CUSO Financial Services, L.P. (CFS)* is knowledgeable and committed to doing what is right for you and your unique situation.

A job change brings the opportunity to review your retirement savings strategy in light of your long-term goals, and to make changes that can improve your overall results. A Rollover Individual Retirement Account (IRA) is an excellent option to consider.

Rollover IRAs have features that may be superior to those of your former employer’s qualified plan. For instance, while IRAs enjoy the same tax-deferred compounding as qualified plans, they typically offer a wider range of investment choices, and these could translate into a better retirement plan for you over the long term.

If you would like to learn more about the benefits of a Rollover IRA, and discuss the ways you can improve your retirement savings strategy, contact The Investment Services group to schedule a complimentary appointment with one of our Investment Advisors. Email us at info@nmefcu.org, call us at 872-5434 or 872-5420 (800-347-2838 from outside the Albuquerque area) Monday through Friday from 7:30 a.m. - 6:00 p.m. and Saturday from 9:00 a.m. to 1:00 p.m. or stop by any of our 16 branch offices.

*Investment products and services offered through CUSO Financial Services L.P. (CFS) are not insured by NCUA/National Credit Union Share Insurance Fund (NCUSIF) or any other agency, are not deposits, obligations of or guaranteed by the credit union, or any affiliated entity; and involve investment risks, including fluctuations in value and possible loss of principal. Investment Representatives are registered through CFS. New Mexico Educators Federal Credit Union is affiliated with CFS (Member FINRA/SIPC).

Help Reduce Your Taxable Income

At New Mexico Educators Federal Credit Union, you enjoy the peace of mind of federal deposit insurance for your checking and savings funds, Money Market Account, Share Certificates and Individual Retirement Accounts.

Other investment alternatives* are available from our broker-dealer CFS*, along with a complimentary consultation by registered Investment Representatives.

Investment Services
Calculators
Savings Calculator
College Planning Calculator
Retirement Toolkit

*Investment Services at New Mexico Educators Federal Credit Union offers investment and insurance products and services through CUSO Financial Services, L.P. (member FINRA/SIPC).

Investment products and services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not Credit Union guaranteed, and may lose value. Investment Professionals are employees of New Mexico Educators Federal Credit Union (NMEFCU) and registered through CFS. NMEFCU is in partnership with CFS (member FINRA/SIPC).

Investment Services

Sound financial planning involves careful thought and the choice of investments that fit your preferences, objectives, risk tolerance and time horizon. While financial information is plentiful these days, it’s important to be able to interpret, understand and utilize that information properly in order to help increase its usefulness. And that should be done with the help of an experienced professional.

At New Mexico Educators Federal Credit Union, you have access to a full-service investment program. Our Investment Services department helps make learning about and understanding investments easy. With Registered Representatives* of our broker-dealer, CUSO Financial Services, L.P. (CFS), available Investment products through CFS include:

fixed and variable annuities
mutual funds
stocks
bonds
Exchange Traded Funds.

In fact, you have access to virtually any traded security. As an added benefit, CFS has no proprietary products so you receive unbiased investment recommendations.

Because you’re a Credit Union member, you receive complimentary consultations with an experienced investment representative. If you would like more information about the many investment services available, you can email us today by
email or by calling 872-5434 (800-347-2838 from outside the Albuquerque area).

Investment Services, a division of New Mexico Educators Federal Credit Union, is located at our University branch office at 1801 Lomas NE, Albuquerque. Investment Representatives are registered in New Mexico in New Mexico and numerous other states.

Investment Services, available through CFS,* is proud to offer this service to New Mexico Educators members. To register, call 872-5434 (800-347-2838 if you live outside the Albuquerque area). When you receive your information, you can log in and view your accounts by clicking on the Member Portfolio button above.

*Investment Services at New Mexico Educators Federal Credit Union offers investment and insurance products and services through CUSO Financial Services, L.P. (member FINRA/SIPC).

My Portfolio

If you have an investments account with us, you can use My Portfolio View to see your current investment balances through your Credit Union's website.

Medallion Signature Guarantee Service

A medallion signature guarantee is a special signature guarantee for the transfer of securities. It is a guarantee by the transferring financial institution that the signature is genuine and the financial institution accepts liability for any forgery. New Mexico Educators Federal Credit Union offers this service at no charge to members who make an appointment with our Investment Services department, located at our University branch office, 1801 Lomas NE, east of University Blvd., in Albuquerque. Call 872-5420 (800-347-2838 from outside the Albuquerque area).