Enjoy Your Future

We all plan to retire – someday. Now is the time to start preparing and planning.

If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. The types of investments you chose, along with tax-advantaged strategies, can help your retirement funds last longer. Let us explain the advantages of the different types of retirement plans and pension programs available to you to help you choose the accounts that best fit your needs.

Traditional, Roth, and Spousal Individual Retirement Accounts (IRAs)

Simplified Employee Pension Plans (SEP)

Savings Incentive Match Plan For Employees (SIMPLE)

Tax Sheltered Annuities (TSA) and 403(b) Plans

Non-qualified Deferred Compensation Plans

Non-qualified Accumulation

Estate Planning (Income, Legacy, and Distribution)

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Important Information

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.  Financial planning offered through LEXCO Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial.

TEG Federal Credit Union and TEG Retirement & Advisory Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TEG Retirement & Advisory Services, and may also be employees of TEG Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TEG Federal Credit Union or TEG Retirement & Advisory Services.  Securities and insurance offered through LPL or its affiliates.

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Our Retirement and Advisory Services Advisors are available to meet at our Commerce Street (Poughkeepsie) or Route 9 (Wappingers Falls) locations.

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*Five Star Professional, is an independent and unrelated company from TEG Retirement and Advisory Services and LPL Financial, who administers surveys and screens award candidates against ten objective criteria.   Award is not based on current or future investment performance.  For more information visit www.fivestarprofessional.com