Are the rates changing for the 72t calculations?

Laura Banasiewicz, CFP, CRPC
Registered Representative
CUSO Financial Services, L.P. (CFS)
Allegacy Investment Group
336-774-2808
401 N. Main Street
Winston-Salem, NC 27102

Chris Coleman
Registered Representative
CUSO Financial Services, L.P.
[email protected]
336-774-2684 (Office)
800-782-4670 ext. 2684
336-774-1915(Fax)

Products and services offered through CUSO Financial Services, L.P. (CFS) are: not NCUS or NCUSIF insured, not credit union guaranteed and may lose value. Investment Representatives are employees of Allegacy Federal Credit Union and registered through CFS. Allegacy Federal Credit Union is in partnership with CFS (Member FINRA/SIPC).

All investment products and services are offered through CUSO Financial Services, L.P. (CFS) an independent broker-dealer (Member FINRA/SIPC). As broker-dealer, CFS registers and supervises Investment Representatives employed by Allegacy Federal Credit Union (Allegacy). Allegacy Investment Group is a marketing name used for the department where investment products and services are provided by CFS Investment Representatives at Allegacy financial center locations. Allegacy Federal Credit Union is in partnership with CFS.