Retirement Planning
Tomorrow never looked better It’s your Advantage
Start Imagining What’s Next
Whatever your age, financial situation, or saving experience, it’s never a bad time to start planning for retirement. Think of it as saving up to buy your way out of the workforce.
Get Help Planning For Retirement
When you plan for retirement with us, you get access to certified financial advisors through Advantage Financial*, robust retirement calculators, and helpful resources that educate you on how to plan for the next stage in your life.
We’re here to support you every step of the way
Our Financial Advisors with Advantage Financial* can help you work to overcome several retirement income challenges and create a predictable income stream by…
- Designing a retirement plan
- Uncovering your basic expenses and discretionary expenses
- Evaluating current sources of retirement income
- Identifying potential gaps between income and expenses
- Anticipating fixed and discretionary expenses in retirement
- Positioning assets to generate income
- Uncovering new sources of income
To learn more about generating income in retirement, contact us today to schedule a complimentary, no-obligation appointment.
Create a Lifelong Retirement Strategy
We’ll help you choose a retirement account that fits your lifestyle needs now and in the future.
Traditional IRA
Make contributions to your retirement account now, and pay taxes later when you make withdrawals during retirement.
Roth IRA
Build your retirement savings now, and grow your money with full confidence that you’re withdrawals will be tax-free in retirement.
Coverdell ESA
Take advantage of tax-free savings for education expenses such as tuition, books, boarding, and more to help your student reach their goals.
Ready to Take the Next Step?
Disclosures
*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. 1st Advantage Federal Credit Union and Advantage Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Advantage Financial, and may also be employees of 1st Advantage Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, 1st Advantage or Advantage Financial. 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