Riverways Federal Credit Union Financial Services

Financial Services

• Retirement income strategies
• Financial needs analysis
• Asset allocation Accumulation strategies
• Estate protection strategies
• Fee-based financial planning
• Thrift Savings Plans

Retirement

• Traditional and Roth IRAs (including rollovers)
• SIMPLE IRA, SEP and 403(b) plans
• Investments and mutual funds
• Asset allocation funds
• Equity funds
• Fixed income funds
• Specialty funds
• Managed account programs¹
• Securities brokerage services¹
• Defined Benefit Plans
• Defined Contribution
• Traditional 401(k)
• Roth 401(k)
• 457 Plans
• Roth IRAs
• Solo 401(k)

Education Funding

• Coverdell ESAs and 529 plans
• UGMAs/UTMAs
• Mutual Funds
• Roth IRA

Insurance

• Individual life insurance
• Disability income insurance
• Major medical and Medicare supplement insurance²
• Long-term care insurance
• Term Life Insurance
• Permanent Life Insurance
• Variable Life
• Whole Life
• Universal Life
• Thrift Savings Plans
• Disability Insurance
• Long Term Care

Annuities

• Deferred income annuities
• Fixed annuities
• Fixed annuity with a long-term care insurance rider
• Fixed income annuities
• Immediate annuities
• Variable annuities