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Rollover

Home > Save > IRAs > Rollover
Home > Save > IRAs > Rollover

Simplified retirement savings

Rather than juggle multiple retirement accounts from former employers over the course of your career, you can combine these plans into a single IRA. Most pre-retirement payments you receive from a retirement plan or IRA can be moved to a Rollover IRA within 60 days.

A rollover distribution from an IRA may not occur more than once during a 12-month period. Unless tax-deferred retirement funds are converted to a Roth IRA, all earnings on your IRA rollover contributions remain tax-deferred until you make withdrawals from the account.

There are no trustee fees on NGFCU IRAs, so all the dividends work for you.

Flexible fund consolidation

Here are just a few of the benefits for NGFCU Rollover IRA holders:

Start saving for retirement today

An NGFCU member service representative can help you complete the simple forms needed to establish your IRA. Send us your info to get started.

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IRA Consultation

Send the form below to receive a free IRA consultation. 
What type of IRA(s) would you like to open? (check all that apply):

You are being asked for information relating to scheduling a consultation. Information you provide will be used for that purpose and will not be sold to other parties.

If you would prefer to speak to an NGFCU agent call 1.800.633.2848. Agents are available 24/7.

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Are you saving enough for retirement?

Use our Retirement Income Calculator to see if your savings will support your future lifestyle.

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Tax benefits for IRA contributions

The Internal Revenue Service offers helpful guidelines about tax credits for people looking to save for retirement with an IRA.

Learn more

Important Numbers

Call Toll Free
800-633-2848 (available 24/7)

Credit Card Cardholder Services:
800-633-2848 (available 24/7)

Debit Card Fraud Center:
International Lost or Stolen Card: 727-227-9012

After hours Lost or Stolen Card: 800-754-4128

Members traveling or who reside outside of the US: 727-227-2447

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