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

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities offered through LPL Financial, member FINRASIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Financial Planning offered through Lexco Wealth Management, a registered investment advisor and a separate entity from LPL Financial.

Not NCUA Insured. Not Credit Union Guaranteed. May Lose Value.

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