• Financial Planning

    Made Easy.

    We want you to enjoy your retirement and are here to help you plan for your future.

    Contact an LPL Advisor

Schedule a free, no obligation, 60-minute evaluation of your 401K with an LPL Financial Advisor* at your local branch to understand the significant milestones in which you can start taking advantage of your retirement accounts.

Age 59 ½

Turning 59 1/2 means you can begin withdrawing money from your IRA, qualified annuities, 401K or other retirement accounts without a 10% federal tax penalty being assessed.

At age 65

At age 65, you are eligible to apply for Medicare and are entitled to full retirement benefits – both of which can make a big impact for you. Our LPL Financial Advisors* are here to help you with your overall retirement plan, including long-term care costs and estate planning.

Age 70 ½

Turning 70 1/2 means that the IRS requires you to begin receiving required minimum distributions from your IRA, qualified annuities, 401K and other retirement accounts.

Schedule your free, no obligations, evaluation today. Click here to find an LPL Financial Advisor near you.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and Advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. OneAZ Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.

NOT NCUA INSURED NO CREDIT UNION GUARANTEE MAY LOSE VALUE

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, MN, NC, NM, NV, NY, OH, PA, TX, UT, VA, WA, IL, KY, OR, VT