You Have Choices When Life Changes Life changes can come like steady waves or in the blink of an eye. Sometimes this prompts a career change that could impact your financial picture. At those moments, look to your knowledgeable LPL Financial Advisor located at TruWest Credit Union for support and advice. For instance, you want to know what to do with your retirement savings if you are leaving your current employer. Options may include keeping your money in your existing plan; making a direct rollover to an IRA that allows continued contributions and tax-deferred growth; or, taking a cash distribution to cover immediate expenses, accepting that taxes and fees apply. With each decision, the key to remaining on track in your financial journey is to stay well informed. With an LPL Financial Advisor, you can: • Assess major life events. From job changes to early retirement, when you’re in the midst of change, learn how your financial goals may need to adapt. • Evaluate short- and long-term goals. Consistently redefine your goals to align with real-time life events and ensure your future is financially bright. • Review your financial position. Determine where you are today financially. Map out where you want to be by uncovering all of your options. You have choices at every stage in life. Let us help you understand what best fits your needs. Look to LPL For sound financial guidance from an experienced professional, please arrange a complimentary consultation with an LPL Financial Advisor at your nearest TruWest branch: contactfp@truwest.org • 1.855.690.3762 Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. TruWest Credit Union is not a registered broker/dealer nor affiliated with LPL. Not NCUA Insured No Credit Union Guarantee May Lose Value 7 7 Schedule an appointment today at truwest.org/ financial-planning-offer 7
On_The_Money_Summer_2015
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