Navy Credit Union Service

I overnighted checks for a Traditional and Roth IRA. I had the credit union send me the applications. I called and had them review my paperwork before sending it to them. I also forwarded instructions with my intent for each check.

The CD's did not get done for a 2-3 days but each was back dated to the date they received the checks. I was able to call to verify the account numbers and all the specifics the day after they were completed. I will receive verification of all information including beneficiaries for my files. After reading the reviews on this blog I was a little apprehensive but so far everything has been smooth.

I like that I can take out the RMD with no penalty, take out money for a conversion with no penalty and actually take out more than the required RMD with no penalty.