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Individual Retirement Accounts

The Ascend Retirement and Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

An Individual Retirement Account or IRA is a great way to save for retirement and enjoy tax advantages. We have several types of IRAs so you can choose the one that fits your retirement strategy. Don't have a retirement strategy? Our financial advisors can help you create a plan.

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Yes, an IRA holder can make only one rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of the number of IRAs you own. The limit will apply by aggregating all of an individual’s IRAs, including SEP and SIMPLE IRAs as well as traditional and Roth IRAs, effectively treating them as one IRA for purposes of the limit.
Is there a limit on the number of IRA rollovers that can be done?

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Individual Retirement Accounts

Retirement and Investment Planning

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