Investments
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Helpful articles to get you started.
Year-End Tax Planning
Let’s face it, the time for holidays, time off, and family should be celebratory, not burdensome. But if you approach taxes with an eye toward reducing your liability for next year, the concept becomes more amenable.
What Happens to Your Retirement Plan When You Switch Jobs
As you navigate through a new onboarding process, you stop suddenly when you get to the discussion of retirement plans. And then you think: What about my plan at my previous employer? What do I do with the money in that account?
Planning Your Financial Future
Do you have a financial plan that will help you send your kids to college, take the trips you’ve dreamed about, and enjoy your golden years? If not, you may want to start planning now.
Investment Seminars
Austin Telco Retirement and Investment Services holds informational seminars to give you the knowledge you need to have the retirement you want.
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. Austin Telco Federal Credit Union and Austin Telco Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Austin Telco Retirement & Investment Services, and may also be employees of Austin Telco Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Austin Telco Federal Credit Union or Austin Telco Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA
| 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 state 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 (“Austin Telco Federal Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Austin Telco Federal Credit Union for these referrals. This creates an incentive for Austin Telco Federal Credit Union to make these referrals, resulting in a conflict of interest. Austin Telco Federal Credit Union 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.