GECU INVESTMENT SERVICES

Retirement Options

GECU Investment Services1 can help you understand your options for your employer-sponsored retirement 401(k) account.

Retirement Rollovers

Retirement benefits for you

  • BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. 
  • Portfolio diversification: We can discuss the pros and cons of your company’s retirement plan and your retirement options.
  • Other options: There are several options that can be incorporated into a retirement plan.
  • Knowledgeable team: Our experienced team of financial professionals is here to advise and guide you through your financial path based on your personal goals and preferences.
  • Taxes and penalties:  Before moving money out of an existing retirement plan, you will need to consider the taxes and penalties that come from it.

 

Set up a no-cost, no-obligation appointment to discuss your retirement distribution options with one of our financial professionals or call us today at 915.774.1765.

ACCESS YOUR INVESTMENT ACCOUNT
We’re Here to Answer Your Retirement Plan and 401(k) Transition/Distribution Questions
  • When should I begin my retirement plan?
    Begin your retirement plan early to watch your savings seek growth throughout the years. Schedule a no-cost, no-obligation appointment today or call us at 915.774.1765, toll-free at 1.800.772.4328, ext. 1765.
  • What is the difference between a traditional IRA account and a Roth IRA?
    A traditional IRA typically gives you a tax-deferral advantage now and you will pay taxes when you begin receiving distributions during retirement. A Roth IRA allows you to pay taxes now to receive tax-free distributions at retirement.
  • How can I find out how much I need to retire?
    Quickly calculate how much you should be saving each month to reach your retirement savings goal with our retirement calculator.
  • What is a financial professional?
    Our financial professionals are here to guide you through your investment and retirement planning. Schedule an appointment today to discuss your options or call us at 915.774.1765.

Disclosures

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1Securities 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. GECU and GECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using GECU Investment Services, and may also be employees of GECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, GECU or GECU Investment Services. 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

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.

Your Credit Union (“GECU”) provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay GECU for these referrals. This creates an incentive for GECU to make these referrals, resulting in a conflict of interest. GECU 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.


LPL Financial Form CRS.

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