RCU Investment Review Investment News and Resources from RCU and CFS*

RCU Investment Review

  • Should You Pay Off Student Loans Early or Save More for Retirement?

    Apr 14, 2021 | Full story

    man drinking coffee and looking at phoneDigging out from debt and saving for the future is a financial tug-of-war. Learn how to optimize your income for a healthy financial future.

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    Categories:
    • Retirement
  • A Financial Wellness Plan Can Help Pave the Road to Retirement

    Mar 17, 2021 | Full story

    man using laptop computerA global pandemic gave reason to pause on our physical wellness, but often overlooked and equally important is financial wellness.

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    Categories:
    • Retirement
  • Key Retirement and Tax Numbers for 2021

    Feb 17, 2021 | Full story

    woman using tablet at tableEvery year, the IRS announces cost-of-living adjustments that directly affect retirement plans. Here are a few of the key adjustments for 2021.

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    Categories:
    • Retirement
    • Taxes
  • IRA and Retirement Plan Limits for 2021

    Jan 23, 2021 | Full story

    roth IRA 401K blocks on coin stacksMany retirement plan limits are indexed for inflation each year. While some remain unchanged for 2021, others have increased.

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    Categories:
    • Retirement
  • Five Tips to Regain Your Retirement Savings Focus in 2021

    Dec 19, 2020 | Full story

    2021 plannerIf you find yourself among those feeling stressed about your retirement savings, these tips may help you focus your retirement savings strategy in 2021.

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    Categories:
    • Retirement

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.