Resources Articles

IRA Contribution Limits & Deadlines

November 30, 2014

Understand the guidelines and limits for your contributions.

Understanding Your IRA Options

December 31, 2018

Traditional, Roth and SEP—what they mean, how they compare and which is the best choice for you.

10 Questions to Ask When Considering an IRA

December 31, 2018

If you're ready to start saving for retirement, you may have some questions about individual retirement accounts. Here are the facts.

6 Best Reasons to Open a Roth IRA

October23, 2017

Enjoy the unique benefits offered by a Roth IRA. Get on the path to a comfortable retirement today.

Is Converting a Traditional IRA to a Roth Worth It?

June 26, 2017

Learn what factors to consider when deciding if a conversion makes financial sense for you.

Retiring Next Year? Four Things to Consider Before the Big Day

January 30, 2017

It’s that exciting, sometimes nerve-wracking, year before retirement. Are you ready?

How Can I Be Sure I'm Saving Enough for Retirement?

October 13, 2016

Saving for retirement is great, but are you on track to achieve your goals? Here are some answers.

Five Important Investment Questions Answered

August 12, 2016

Navy Federal Financial Group financial advisors answer five commonly asked investment questions.

Three Tools to Help You Reach Your Retirement Savings Goals

July 18, 2016

Saving money for retirement isn't always easy, but with a little knowledge, planning and the right tools, it's possible.

Get S.M.A.R.T. About Certificate Savings

April, 1, 2016

Save more when you open a Navy Federal Credit Union certificate and get smart about saving for retirement or a rainy day.

Care for Your Heirs: Seven Estate Planning Steps to Take Now

November 6, 2015

No matter the size of your estate, these steps can help ensure your wishes are documented.

How to Retire a Millionaire

September 4, 2015

Retiring with $1 million may be doable if you put your mind to saving.

Changing Jobs: Are You Rollover Ready?

July 31, 2015

Making the right retirement distribution decision can make a big impact on your financial future.

Embracing Military Retirement (and Your Future!)

May 8, 2015

Transition successfully to a post-service lifestyle-and budget-with these tips.

Mapping Out Your Retirement Savings Plan

February 23, 2015

No matter where you are on the road to retirement, take a step back to make sure you're on track to reach your savings goals.

What You Need to Know About Your IRA

February 16, 2015

A little-known tax code could mean having to pay penalties on your IRA. Here's what you need to know to stay safe.

Moving Your Money: IRA Transfers & Rollovers

January 28, 2015

Consolidating your IRAs can simplify your retirement savings and provide tax benefits!

The Strategy of Certificate Laddering

January 13, 2015

Climb toward your retirement savings goals using certificate laddering to manage risk and reward.

To Age Fifty and Beyond!

January 4, 2015

Managing the milestones of retirement savings from age 50 onward.

The Importance of Beneficiaries

December 29, 2014

Understanding your options for designating a beneficiary for your IRA and the rules that govern payouts.

Social Security

December 18, 2014

Get the basics behind your benefits.

Moving Your Money: IRA Conversions & Recharacterization

November 19, 2014

The simple magic behind changing your traditional IRA into a Roth IRA...and back again!

Certificate Maturing? Know Your Options

November 7, 2014

When your funds are done growing, will you cash out, roll over or both? Make the best decision to reach your dreams.

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Nondeposit investment and insurance products are offered through Navy Federal Financial Group LLC (NFFG) and through its subsidiary, Navy Federal Brokerage Services, LLC (NFBS), a member of FINRA/SIPC and an SEC registered investment advisory firm. Brokerage and advisory products are offered through NFBS. These products are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, are not offered, recommended, sanctioned, or encouraged by the federal government, and may involve investment risk, including possible loss of principal. Products may be offered by an employee who serves both functions of accepting member deposits and selling nondeposit investment and insurance products. 1-877-221-8108. Trust Services available through MEMBERS Trust Company. 1-855-358-7878.

Investors should carefully consider the investment objectives, risks, and charges and expenses associated with municipal fund securities before investing. This and other information about municipal fund securities is available in the issuer's official statement which can be obtained directly from the issuer, or if distributed through a broker dealer, may be obtained from a financial adviser, and should be read carefully before investing.

An investor should consider, before investing, whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

If a municipal fund security describes one or more of their investment options as having the characteristics of a money market fund, it is important to know that an investment in the security is not insured or guaranteed by the FDIC or any other government agency (unless such guarantee is specifically provided by or on behalf of such issuer) and, if the security is held out as maintaining a stable net asset value, that although the issuer seeks to preserve the value of the investment at $1.00 per share or such other applicable fixed share price, it is possible to lose money by investing in the security.