Popular Retirement Savings Options:
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401K’s and other employer-sponsored retirement plans
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Individual Retirement Accounts
401k & Retirement Planning
Planning for retirement involves navigating a variety of savings options and investment strategies, along with making important assumptions about factors like inflation, Social Security benefits, longevity, and healthcare costs. Additionally, you'll need to make lifestyle decisions, such as choosing your retirement location and deciding whether you’ll continue to work in some capacity. With so much to consider, it can feel overwhelming, especially if you're unsure where to begin. KCU Investment & Retirement Services team of financial professionals is here to help you every step of the way, to make sure you are confident with your retirement journey decisions.
Want to learn more? Check out some recent blog posts and videos on various retirement topics:
Meet the Team
Our professionals, committed to providing the absolute best service and results, will make recommendations that cater to your unique needs.
Financial Professional
Benefits
As specialists, we consider every aspect of your financial life when crafting personalized retirement strategies.
Seminar Series
We host seminars regularly covering a range of topics with subject-matter experts so you can feel confident and informed about your retirement and investment decisions.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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. Kohler Credit Union and KCU Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using KCU Investment & Retirement Services, and may also be employees of Kohler Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kohler Credit Union or KCU Investment & Retirement Services. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA |
Not Credit Union Guaranteed |
Not Credit Union |
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.
