Golden 1 makes it simple to rollover your existing retirement funds to a Golden 1 Individual Retirement Account (IRA) in three easy ways.
Whether you have a Traditional IRA or a Roth IRA, you can bring your IRA funds to a Golden 1 IRA as a rollover contribution.
Let Golden 1 handle it all. We’ll transfer your IRA from your current financial institution to ours. Visit a Golden 1 branch or call the Member Service Contact Center at 1-877-GOLDEN 1 (1-877-465-3361) and we’ll mail you the forms.
If you have a retirement plan from a previous employer, you can roll those funds into a Golden 1 Traditional IRA.
To find out more, or for assistance with your IRA rollover, please call us at
1-877-GOLDEN 1 (1-877-465-3361).
Consult your tax advisor to determine which IRA products may be best suited for you. Golden 1 does not provide tax advice. Traditional and Roth IRA accounts are insured separately from other accounts. A member’s Roth IRA and Traditional IRA will be added together and insured to the aggregate maximum of $250,000.
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This credit union is federally insured by the National Credit Union Administration.