What is the long-term impact of increased investment return?

It may surprise you how much more you could accumulate in savings simply by repositioning assets and investing to achieve potentially a slightly higher return. Even one, two or three percent return over a short number of years can make a difference in your investing accounts.

The results and findings presented by this calculator may vary due to user input and assumptions. To discuss your results in greater detail and for a more in-depth financial analysis, use the contact form provided and a CFS* Financial Advisor will contact you shortly.

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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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdraw penalties, protection from creditors and legal judgements, required minimum distributions and possession of employer stock.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, 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.