Retirement & Investments

You have a dedicated wealth advisor. 
See how he can help you.

At GE Credit Union, we recognize you have both short-term and long-term financial goals. We have partnered with Credit Union Wealth Group, a financial advisory firm, to help you create a plan to achieve your goals.

Life Planning.
Whether for an individual or families — members of all backgrounds and ages are able to receive help prioritizing and pursuing the goals that matter most to them.

Investment Management.
Evan works to understand each client's financial situation, risk tolerance, investment needs, and long term goals to build financial strategies and investment portfolios.

Connect with your advisor at your convenience.

Get started online  Speak with an advisor

Start with what's important to you today.

Have more questions?  You can schedule a complimentary call with Evan to learn more — no commitment necessary. Evan is available morning, evenings, and weekends in addition to normal business hours. Easily connect with Evan by phone, email, or video chat. As a fiduciary, Evan is obligated to put the client’s best interest first and provide objective advice.

Clients receive a dynamic strategy to help grow wealth and achieve financial goals. Evan works with the Credit Union Wealth Group investment committee to design investment portfolios that are appropriate for each financial strategy.

• Safety Net
• Retirement, 401(k) Review
• College
• Social Security
• Wealth Generation
• Stocks, Bonds, Mutual Funds, ETFs, SMAs
• Managed Portfolios
• Asset Allocation
• Income Portfolios
• ESG (Environmental, Social Governance)
• and more

Open An Account Chat with an advisor

Account Types

The Credit Union Wealth Group provides every client with an online personal financial dashboard. Clients can easily access their portal to open an account, view important information (i.e. balance, statements), link outside holdings, transfer funds, and utilize interactive financial planning tools. The Credit Union Wealth Group supports a variety of account types including general investing, retirement, and HSAs.

• Individual
• Joint
• Custodial
• Revocable Trust
• Irrevocable Trust
• Roth
  • Traditional
  • Rollover
• SEP
• SIMPLE
• Beneficiary
• 401(k)
• Roth 401(k)
• 403(b)
• 457
• Health Savings Accounts (HSA)

Get Started Dashboard Log In

Have a question?

The Credit Union Wealth Group team is here to help you get started:

Email: evan@CUWGroup.com
Phone: 203.291.0411

Schedule a Virtual Meeting

Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Altruist Financial, LLC and/or Interactive Brokers Group, LLC, members of FINRA/SIPC. Credit Union Wealth Group and GE Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.

What is an IRA?

Individual Retirement Accounts, or IRAs, are accounts that allow you to save for retirement through yearly contributions, all while offering tax benefits.

What we offer

Traditional IRA

Traditional IRAs are taxed at withdrawal, but allow tax deductions on the contributions that you make. Also, this type of IRA requires you to begin withdrawing funds at 70 ½ years of age.

Roth IRA

A Roth IRA allows you to enjoy tax-free growth but you’ll pay taxes on your contributions. Your contributions also depend on the modified adjusted gross income, or MAGI, limits. And, a Roth does not require you to withdraw at any age.

Which one is best for you?

With IRAs, there’s a lot of know. And deciding which one is best for you can be a little confusing. But, at GE Credit Union, we think knowledge is the key to success.

Here’s a link to get the run down on all the IRA basics and to learn about their differences.

Or, you can listen to a podcast explaining it all.

Coverdell Education IRA

Coverdell Education Savings Account is the perfect solution for saving for your child or grandchild’s college tuition. In fact, you can save for any qualifying educational expense from kindergarten through college.

• Competitive interest rates
• Only $500 to open
• Contribute up to $2,000 per year, per child under the age of 18
• No maintenance fees
• Tax-free withdrawals
• Tax-free growth
• No penalties at withdrawal
• Beneficiary must be 30 years or younger at withdrawal

Minimum opening deposit $500. For all certificate accounts, if you withdraw any portion of your principal before maturity, you may be charged a penalty of up to six months’ dividends. Certificate Accounts are insured to at least $250,000 by the NCUA. 2Depending on your income level. Consult with your tax advisor for limits..

Not a GE Credit Union member yet? See how you qualify to join! Or, call 800-992-8472 or come visit us at any of our branches, today!