There's Never Been a Better Time to Make the Switch to a EdFed IRA!
Are you looking to consolidate 401Ks, 403Bs, and other retirement accounts under one umbrella? Spring into your retirement savings and enjoy a special cashback bonus for a limited time!1 Rollover or transfer your existing retirement account balances from other institutions to a EdFed IRA account by June 30th and qualify for the following cashback earnings:
| IRA Rollover/Transfer Balance | Cashback Bonus Earnings1 | | $25,000 - $49,999.99 | $50 | | $50,000 - $99,999.99 | $100 | | $100,000 - $199,999.99 | $200 | | $200,000+ | $300 |
| Contact our IRA Specialist today at 305-270-6693 and let EdFed help you achieve your retirement goals! |
1The Cashback Bonus Earnings is a one-time only offer. It is only valid for rollovers or transfers into a Educational Federal Credit Union (EdFed) IRA from an IRS qualified retirement plan or existing IRA at another financial institution. To qualify for this offer: a minimum transfer or rollover of $25,000 in qualifying net new assets is required. Funds must be received into a EdFed IRA between April 1, 2019 and June 30, 2019. Funds must remain on deposit for six months from the date of the qualifying rollover or transfer. After the six-month period, your one-time Cashback Bonus Earnings will be deposited into your Prime Share Savings account. The amount of Cashback Bonus Earnings will be determined by your IRA Rollover/Transfer amount as indicated on the chart shown. This offer does not apply to any other savings account transfer or deposit. Offer cannot be combined with any other offer. |
