Glass City Federal Financial Solutions

Investment and Insurance Options.

Glass City Federal Credit Union Financial Solutions

Glass City Federal Financial Solutions is a full-service brokerage firm designed especially for our members. This program offers a variety of insurance and investment solutions that complement the savings programs offered by Glass City including:

  • Investments
  • Retirement Planning
  • 401(k) Rollovers/IRAs/Roth IRAs
  • Tax & Estate Planning
  • Insurance Options
  • Money Management
  • Business Succession Planning
  • Education Funding

Your Glass City Federal Financial Solutions representative can work with you to create a personal financial blueprint you can follow to help achieve your financial objectives.

*Securities offered through Securities America Inc., Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc., Bernard (Beau) Barrow Jr., Representative. Glass City Federal Credit Union, Glass City Federal Financial Solutions, and the Securities America Companies are separate companies. Bernard (Beau) Barrow Jr., CFP®, is licensed to discuss and/or sell securities in the following states: OH, MI, FL, IN, SC, TN, TX.
Securities America and its representatives do not provide tax advice; therefore, it is imperative that we coordinate these services with your tax professional regarding your particular situation.
Not NCUA Insured – No Credit Union Guarantees – May Lose Value – Not a Deposit – Not Insured by Any Federal Government Agency

Donating IRA Contributions to Charity

Congress has made permanent the option of making direct contributions from an IRA to charity; therefore, if you are age 70 ½ or older, you can transfer up to $100,000 annually from  your IRA to charity. Such transfers count as part of your required minimum distribution. Unlike other payouts from traditional IRAs, direct donations don’t count as taxable income, so they can’t reduce the value of your itemized deductions or personal exemptions, or trigger a Medicare premium surcharge. Of course, you won’t be able to also deduct direct IRA donations.

Beau Barrow, CFP, Financial Advisor
Beau Barrow, CFP® Financial Advisor

To schedule a meeting

contact Beau Barrow, Financial Advisor or Carolyn Lopez, Client Services Specialist, for more information. They can be reached at 419-887-1029 or by email at: Beau.barrow@securitiesamerica.com or Carolyn.lopez@securitiesamerica.com