Use the calculator below to compare your eligibility for traditional and Roth IRAs.
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Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Oklahoma’s Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS Representatives do not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.
Bitcoin and other digital or cryptocurrencies are not offered through OKCU’s non-deposit investment services provider, CUSO Financial Services, L.P. (“CFS”), and may present a high degree of risk to principal. The information provided does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. CFS make no recommendations that any cryptocurrency should be bought, sold, or held by you.