A retirement savings plan that offers the tax benefits of an IRA and the flexibility of a trust.
You and your beneficiaries may benefit from a Trusteed IRA if you have:
Call Navy Federal Financial Group at 1-877-221-8108.
Read Important Disclosures
Registered representatives of and securities offered through Navy Federal® Brokerage Services, LLC (NFBS), member FINRA/SIPC. Investment Advisory Services offered through Navy Federal® Asset Management, LLC (NFAM), an SEC registered investment advisor. Insurance sold through licensed insurance representatives of various companies. Nondeposit investment products are not federally insured, are not obligations of the credit union, are not guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal, and may be offered by an employee who serves both functions of accepting member deposits and selling nondeposit investment products. NFBS and NFAM products are not offered, recommended, sanctioned, or encouraged by the Federal Government. Office of Supervisory Jurisdiction, 1007 Electric Avenue, Vienna, VA 22180; phone 1-877-221-8108; fax 703-206-1510. Products offered by Navy Federal Credit Union are federally insured by NCUA. Trust Services available through MEMBERS Trust Company, 14025 Riveredge Drive, Suite 280, Tampa, FL 33637. Not all products or services are available in all geographic areas of the United States. Coverage may vary by carrier, and you may not be eligible for all products and services.