Investment Blog - Travis Financial Services
Changing Jobs? Know Your 401(k) Options

Changing Jobs? Know Your 401(k) Options

11/26/2021

If you leave your job (voluntarily or involuntarily), you'll be entitled to a distribution of your vested balance. Your vested balance always includes your own contributions (pre-tax, after-tax, and Roth) and typically any investment earnings on those amounts. It also includes employer contributions (and earnings) that have satisfied your plan's vesting schedule.

Full Changing Jobs? Know Your 401(k) Options Article

Social Security Benefits Set to Increase in 2024

Proper financial planning includes forecasting future Social Security benefits.

Full Social Security Benefits Set to Increase in 2024 Article >

Investment Scams: 7 Common Red Flags

Some investment opportunities are actually scams designed to steal investors' money.

Full Investment Scams: 7 Common Red Flags Article >

4 Thanksgiving Lessons for a Feast-Worthy Financial Plan

Here are four Thanksgiving lessons that might help your household's financial plan year-round.

Full 4 Thanksgiving Lessons for a Feast-Worthy Financial Plan Article >

10 Tips for Building Wealth Throughout Your Military Career

Here are 10 tips for managing finances and potentially growing wealth throughout your military career.

Full 10 Tips for Building Wealth Throughout Your Military Career Article >

Investing Options for Veterans and Military Members

Veterans and military members have access to various investment options, some of which are not offered to the general population.

Full Investing Options for Veterans and Military Members Article >

Year-end Tax Planning for High-Net-Worth Individuals

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning.

Full Year-end Tax Planning for High-Net-Worth Individuals Article >

Regain Confidence and Restore Your Retirement

Sectors hit include air travel, insurance, oil production and entertainment.

Full Regain Confidence and Restore Your Retirement Article >

How a Financial Professional Can Help

Apply Stephen Covey’s “7 Habits of Highly Effective People” to Your Investment Strategy

Full How a Financial Professional Can Help Article >

Tips for Your Year-End Financial Planning Review

Make your annual review more efficient and productive to improve next year.

Full Tips for Your Year-End Financial Planning Review Article >

Closing a Retirement Income Gap

As you grow closer to retirement, you may discover that your income won't be enough to meet your needs.

Full Closing a Retirement Income Gap Article >

Smart Financial Moves in Your 40's and 50's

This article outlines simple steps to take in your 40's and 50's to advance your retirement planning.

Full Smart Financial Moves in Your 40's and 50's Article >

Brush Up on Your IRA Facts

If you own an IRA, be sure you are familiar with all the latest rules governing them, including contribution limits, tax deductibility rules, and distribution guidelines.

Full Brush Up on Your IRA Facts Article >

2019 Retirement Trends to Watch

In-plan spending strategies becoming more important

Full 2019 Retirement Trends to Watch Article >

Why women need to save more than men

Because of longer life expectancies, women need to have significantly more in retirement savings than men.

Full Why women need to save more than men Article >

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. brokercheck.finra.org

The financial consultants at Travis Financial Services are registered representatives with, and 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. Travis Credit Union and Travis Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Travis Financial Services, and may also be employees of Travis Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Travis Credit Union or Travis Financial Services. Securities and insurance offered through LPL or its affiliates are:

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 representatives associated with this website may discuss and/or transact business only with the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


The "Contact TFS" and "Login to Your Account" links are provided as a convenient connection between the websites belonging to Travis Credit Union and its business partner. The policies and procedures in use at our business partner may differ from those in use at Travis Credit Union. Travis Credit Union is not responsible for the content contained in our business partner website.

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