Search Search Locations Contact About Rates Log In Join Accounts & Services Loans & Credit Investments Investments Retirement Planning Whether you're starting to plan for retirement, getting married, saving for a child's education, or ready to retire, SCU can help! Visit our Retirement Central section for advice, planning tips, opening a new IRA account, managing an existing IRA account, calculator tools, and much more. Retirement Central Helpful Investment Topics Traditional and Roth IRAs Traditional IRAs (Amended 04/2020, download PDF) Roth IRAs (Amended 04/2020, download PDF) Transfers, Rollovers, and Conversions IRA and Retirement Plan Distributions Inherited IRAs (Amended 04/2020, download PDFs for Traditional and Roth) Coverdell ESAs Retirement Plans SEP, SIMPLE IRA, and Individual(k) Plans Compare rates for certificate, IRA and money management accounts with our deposit rate sheet. Investment Planning The SCU Financial program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. For more personalized attention, schedule a no-cost, no-obligation review with an SCU Financial professional. Services Rollover a 401(k) or Pension Plan for Retirement Fund an Education Invest in Mutual Funds Purchase Life Insurance Get Long-Term Care Insurance Learn about Wealth Management Schedule an Investment Review Call 800-868-8740 or visit your local branch. Our Financial Professionals Check the background of these investment professionals on FINRA’s Brokercheck. Sean Campbell 800-868-8740 ext. 8434 Financial professional Sean Campbell has more than 25 years of experience in the industry. Matt Brookshire 800-868-8740 ext. 5406 Financial professional Matt Brookshire has over 15 years of experience in the industry. *SCU Financial's Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. FR-3346076.1-1120-1222. Questions? We can help! Call 800-868-8740. Chances are, you qualify for membership! Join Today Careers Locations Contact Taking Members Where They Want to Go 800-868-8740 Disclosures Privacy & Security © SC State Federal Credit Union. All rights reserved. Site by truematter