When is the best time to tune up your financial plan?
There is no time like the present!
Our recent webinar provided 12 Financial Resolutions to help you achieve your financial goals. Please take a half hour to watch the replay.
We compiled the 12 Financial Resolutions into a downloadable overview so you can print it and refer to them as you check them off your list!
> Overview of 12 Financial Resolutions
Registered branch address: 1011 Sunset Blvd. Rocklin, CA 95765 | 855.744.8585
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with First Tech Federal Credit Union or Addison Avenue Investment Services.
A plan participant leaving an employer typically has four options (and may engage in a combination of these options):
- Leave the money in former employer's plan, if permitted
- Roll over the assets to new employer’s plan, if one is available and rollovers are permitted
- Roll over to an IRA
- Cash out the account value
Rebalancing a non-retirement account could be a taxable event that may increase your tax liability.
