401(k) Options When Leaving an Employer
If you have a 401(k) account, you’ve already made some great strides towards saving for retirement. When you’re changing jobs, or you’re looking for a new job, it is important to know how that 401(K) is impacted.
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Annuities are contracts with an insurance company that can help protect you against the risk of outliving your assets.
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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. Heritage Federal Credit Union and Heritage Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heritage Financial, and may also be employees of Heritage Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heritage Federal Credit Union or Heritage Financial. Securities and insurance offered through LPL or its affiliates are:
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