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Have an IRA? There are some changes you should know about

An individual retirement account can play a key role in any well-rounded retirement savings strategy. OCCU offers a variety of IRAs for both businesses and personal.
Topics:
Budgeting & Saving
Retirement Planning
Woman standing in thought with hand on chin, thinking, with “401(k)?” And “IRA?” spelt out in navy blue.

IRA vs. 401(k) – What’s the difference?

The world is changing and so are retirement plans. How do you figure out which option is right for you? Here’s what you need to know about 401(k)s and individual retirement accounts (IRAs) to find out what’s the best selection for you and your money
Topics:
Retirement Planning
Plant on a desk next to a computer with a 1040 tax form displayed

New retirement contribution limits for 2025

The new year is a special time. New beginnings. New possibilities. New retirement contribution limits. Find out more about the upcoming changes in 2024 and how they can support your financial future.
Topics:
Retirement Planning

Meet the OCCU team: Investment Services

When you think about the future, what do you envision? A comfortable retirement? Leaving a legacy for your loved ones? Whatever your goals in life, financial planning is all about creating a roadmap to help you get there. Planning your financial
Topics:
Retirement Planning

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