DCU Member's Monthly - February 2008

New Year's Resolution:
Consolidate My Old 401(k)s and Simplify My Life

Over the years, you may find that you've accumulated a number of workplace retirement accounts. Consolidating these assets with a single rollover IRA can simplify your life and help you take better control of your financial future.

Thanks to favorable tax laws, your retirement plan assets can be as mobile as you are. With Americans changing jobs an average of 10 times within the course of their careers, many are making costly mistakes when it comes to their retirement savings plans.*

At DCU Financial, our Financial Consultants can help you avoid many of the common mistakes investors make while helping you develop a strategic plan for the future. Regular reviews can help you keep on track and disciplined, as well as help you keep pace with changes that may affect your financial situation, like personal circumstances or tax legislation.

DCU Financial is here to help you consolidate your old 401(k)s, as well as provide 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 dcu.org

* Source: Bureau of Labor Statistics, 2005.

Investments are:
NOT NCUSIF INSURED • NOT CREDIT UNION GUARANTEED • MAY LOSE VALUE
NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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