Looking to give money or investments to your children and have access if you need it? It may sound like a “having your cake and eating it too,” but it can be done.
Under certain circumstances, you can, in fact, invest your cash so that your principal is guaranteed, have access to that cash if you absolutely need it and, in the future, pass on an amount to your heirs that is significantly greater than the cash you invested. As always, there are advantages and disadvantages to every alternative and you need to consider all sides of any strategy.
To help you determine if this or other options would be most beneficial to you as part of an overall legacy plan, the knowledgeable CFS* Financial Advisors at NASA FCU are standing by. Contact us today by visiting us at nasafcu.com/investmentservices, or by calling 301-249-1800 or toll-free at 1-888-NASA-FCU (627-2328), ext. 314.
Insurance products and services are offered through CUSO Financial Services, L.P. (“CFS”). 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. NASA Federal Credit Union has contracted with CFS or SPF to make non-deposit investment products and services available to credit union members.