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Retirement Planning

Planning and saving for your future requires patience and attention, and often the help of someone you can really trust. The Financial Consultants at Wealth Management at Redstone Federal Credit Union are here to help you pursue your financial goals. We offer comprehensive guidance and a variety of services, including:

  • Personalized, comprehensive retirement planning
  • Distribution planning
  • Retirement plan rollovers
  • Savings and investment strategies
  • Tax implications
  • Help determining if you're on track for retirement
Do you have a Retirement Action Plan in place?


When creating a plan for your retirement, consider taking the following steps:

  • Establish a savings goal and make regular contributions to your retirement accounts
  • Plan to make additional contributions if you are over age 50 (as permitted by tax laws)
  • Invest your savings to potentially outpace inflation
  • Review your asset allocation regularly and make adjustments as you near retirement
  • Work with a Financial Consultant


Ready to Get Started? Contact Us Today.
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Disclosures

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. Redstone Federal Credit Union (RFCU) and Wealth Management at Redstone Federal Credit Union (WMRFCU) are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name WMRFCU, and may also be employees of RFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of RFCU or WMRFCU. The WMRFCU site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL and TN.

Redstone Federal 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 insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Redstone Federal Credit Union Guaranteed Not Redstone Federal Credit Union Deposits or Obligations May Lose Value

LPL Financial Form CRS