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  • View a summary of your accounts
  • Access interactive market trend information
  • Download account data into Quicken

IRAs and 401(K) Rollovers

Start building retirement wealth today. An IRA can boost your savings with either tax-deferred or tax-free growth of any earnings.

  • Roll-over your plan from a former employer
  • Use an IRA to supplement your 401(k)
  • Choose either a Roth or traditional IRA
  • Contribute up to $5,000 (or $6,000 if over 50)


Don't forget about annuities. Even if you've maxed-out retirement accounts, you still can supplement your savings with tax-deferred money.

  • Accounts with a guaranteed minimum rate of return
  • Interest earned isn't taxed until you withdraw it
  • Choose a lump sum of money or steady income payments

*Annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing insurance company. Withdrawals made prior to age 59-1/2 are subject to a 10% IRS penalty tax and surrender charges may apply.


Insurance is an important component of any financial plan. It provides financial protection for your family if anything happens to you.

  • Life insurance proceeds can be used to replace lost income and protect your loved ones
  • Long-term care provides coverage for expenses generally not covered by health insurance, Medicare or Medicaid
  • Plan for auto, homeowners and health insurance, too

Successful Retirement Savings Starts with the Right Plan

Investing for retirement is more strategic than opening an IRA, maxing out your 401(k), or even relying on Social Security. The average Social Security benefit is less than $13,000 a year1, and it's questionable whether the plan will continue to be funded in the future. If you want to retire, you're going to have to take proper saving and investing into your own hands. Fortunately, we're here to help. Here are some strategies to consider:

  • Start with the tax-deferred retirement plan offered through your employer
  • Do your best to max out your retirement accounts — both employer-sponsored plans like 401(k) accounts and IRAs
  • Don't stop there; put extra retirement savings into a taxable brokerage or deposit account
  • Diversify your assets* with a mixture of stock, bonds and mutual funds, and get exposure to domestic and international markets
  • Start saving now — the earlier you start, the longer your investment has to accumulate earnings and appreciate in value
  • Always ask for help because a Financial Consultant can help you pick suitable investments to help you meet your retirement goals

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. 

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Financial Consultants are registered with and securities are offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its affiliates. Financial Partners Credit Union and Financial Partners Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.

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