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.
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Having the proper Medicare policy is critical as you age.
Proper financial planning includes forecasting future Social Security benefits.
Some investment opportunities are actually scams designed to steal investors' money.
Here are two estate planning tips every high-net-worth individual should consider.
Here are four Thanksgiving lessons that might help your household's financial plan year-round.
Here are 10 tips for managing finances and potentially growing wealth throughout your military career.
Veterans and military members have access to various investment options, some of which are not offered to the general population.
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.
6 Ideas to Help You Get Your Finances in Order
A Step-By-Step Guide
Sectors hit include air travel, insurance, oil production and entertainment.
Apply Stephen Covey’s “7 Habits of Highly Effective People” to Your Investment Strategy
Make your annual review more efficient and productive to improve next year.
As you grow closer to retirement, you may discover that your income won't be enough to meet your needs.
It’s not unusual to change jobs multiple times in a career.
This article outlines simple steps to take in your 40's and 50's to advance your retirement planning.
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.
In-plan spending strategies becoming more important
Here are some options for getting the most out of multiple retirement accounts.
Because of longer life expectancies, women need to have significantly more in retirement savings than men.
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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