CPCU-Logo-1@2x

Smart Banking. Community Trusted.

BECOME A MEMBER

Routing Number: 211178598

Routing Number: 211178598

IRA Options

Are you interested in opening an IRA, but have questions about your IRA options? CorePlus Credit Union has experts on staff that can help answer your questions, and point you in the right direction for a successful retirement. Ask us!

Listed below are resources for your IRA Options. Click on the title to view or download these e-brochures.

Traditional and Roth IRAs

Traditional IRAs

Roth IRAs

Transfers, Rollovers, and Conversions

IRA and Retirement Plan Distributions

Inherited IRAs

Coverdell ESAs

Retirement Plans

SEP, SIMPLE IRA, and Individual(k) Plans

Health Savings Accounts

Health Savings Accounts for Employer

Recent News & Specials

Protect Yourself from Scams

Popular social events create an opportunity for scammers who claim to be selling tickets for a discounted price. Scammers will advertise on social media, such as Facebook, and require specific payment methods. Payment platforms such as Zelle are quick and convenient, but are only meant to be used to send money to people you know.

Click Here for Tips to Avoid Scams
Click Here to Learn How to Report a Scam

Call CorePlus Credit Union at 860-886-0576 if you have any questions.

Rethinking Diversification Virtual Seminar – Tuesday, June 27, 2023 at 6:00PM

Rethinking Diversification Virtual Seminar - Tuesday, June 27, 2023 at 6:00PM

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.
 
Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:
 
Rethinking Diversification
6:00 PM EST on 6/27 at Virtually
Presented by Travis Stanley from CUNA Mutual Group

You’ll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

  • What is traditional portfolio diversification?
  • How has the investment landscape changed?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?
Click here to reserve your place at this upcoming seminar. 

You are welcome to bring a guest, but space is limited so please make your reservations today. Contact your CorePlus Wealth Management representative, Holland Rajaniemi at (860) 885-3680, or email at [email protected] with any questions.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies.
 
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims-paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
 
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates, these entities and Travis Stanley are not affiliated with LPL Financial. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may
involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.
All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers
 
CMGA-1803467.6-1220-0123                                                                                        © CUNA Mutual Group

Understanding Your Rollover Options Virtual Seminar – Wednesday, June 7, 2023 at 6:00PM

Understanding Your Rollover Options Virtual Seminar - Wednesday, June 7, 2023 at 6:00PM

Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?
 
Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:
 
Understanding Your Rollover Options
6:00 PM EST on 6/7 at ZOOM (Virtual)
Presented by Travis Stanley from CUNA Mutual Group

You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

  • Four major options for retirement plan balances when changing jobs
  • Pros and cons of each option
  • How a Rollover works
  • And more 
Click here to reserve your place at this upcoming seminar. 

You are welcome to bring a guest, but space is limited so please make your reservations today. Contact your CorePlus Wealth Management representative, Holland Rajaniemi at (860) 885-3680, or email at [email protected] with any questions.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates, these entities and Travis Stanley are not affiliated with LPL Financial. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.
All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers
 
CMGA-3487222.1-0321-0423                                                                                        © CUNA Mutual Group

Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. NCUA a U.S. Government Agency.

BlkENGinsurlabel@2x
CPCU_Equal_House_Logo

Privacy Notice | Privacy Practices | Accessibility Statement | Sitemap 

© 2023 All rights reserved

PLEASE READ CAREFULLY
BEFORE YOU APPLY.

In order to process your application, you must answer the question below. Questions answered dishonestly will result in your application being denied.

 

 

 

Are you a current member of CorePlus Credit Union or do you live, work, or worship in New London County, Connecticut or Windham County, Connecticut?