Understanding Your Rollover Options
Tuesday, November 7, 5pm Central
Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement
savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Keesler Federal Credit Union and Keesler Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Keesler Financial Group, and may also be employees of Keesler Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Keesler Federal Credit Union or Keesler Financial Group. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
Keesler Federal is not responsible for the content or any transactions you may enter into as a result of following website links. When accessing the Keesler Financial Group link, you are leaving our website. Their website is not controlled by our privacy and security policies and may or may not have adequate protection. We encourage you to review their policies before giving any personal information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Keesler Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Keesler Federal Credit Union for these referrals. This creates an incentive for Keesler Federal Credit Union to make these referrals, resulting in a conflict of interest. Keesler Federal Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.