Where will your retirement money come from?

If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

As a member of LA Financial, you can take advantage of our retirement planning and investment services through LPL Financial Advisors*.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View Presentation - Retirement Matters: Investment Strategies for Retirement
Already Retired? Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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*The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, IL, MO, NJ, NV, NY, OR, PA. Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The investment products sold through LPL Financial are not insured LA Financial Federal Credit Union deposits and are not NCUA insured. These products are not obligations of LA Financial Federal Credit Union and are not endorsed, recommended or guaranteed by LA Financial Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Check the background of investment professionals associated with this site on Financial Industry Regulatory Authority’s (FINRA) BrokerCheck.