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Don't get left behind, Wealth & Retirement Planning

Interra Investments is committed to ensuring Interra Credit Union members have access to financial planning – helping develop strategies to make the future what you want it to be. The trusted advisors will help you at whatever stage in life you find yourself, just starting out or about to retire … and beyond.

Income Planning

Developing a strategy, with savings goals to provide a steady income stream at retirement, can be challenging. The financial advisors at Interra investments have the tools to help you along the way, to help you prepare for the future. They will have a conversation with you to learn about your goals and discuss your current financial situation. Then, they will be able to provide you with an individualized plan. o Developing and understanding your income planning strategy is a first step in helping you reach your financial goals.

Individual Retirement Accounts (IRAs)

IRAs can offer you a great opportunity for tax advantages as you save for your retirement.

Types of IRAs:

  • Traditional IRA
  • Rollover IRA
  • Roth IRA
  • Trust IRA

Schedule an appointment today with one of our financial advisors to consider your IRA options.

Business & Agribusiness Owner Retirement Plans

The Interra Investments team understands how to guide you through your unique retirement planning needs. Let one of the advisors help you develop a customized plan for you. Types of retirement plans include:

  • Traditional 401(k) – Medium to large size companies with more than 100 employees o Solo 401(k) – Companies with an owner and spouse as its only employees
  • SIMPLE IRA – Companies with less than 100 employees
  • SEP IRA – Companies with one to several employees
  • 403(b) plans – Nonprofit organizations
  • Defined Benefit Plans – Traditional pension plans
Retirement Income Estimator

*Interra Investment professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.**Prior to requesting a rollover from your employer-sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer-sponsored retirement account and an IRA. FR-3263387.1-0920-1022. AdTrax FR-3390578.1-0121-0223