Want to know where to start? Reach out to our American Heritage Investment & Retirement Center where members have access to our experts who will help pair you with the investment or retirement option that will work best for your financial situation.
You're more than likely to switch employers throughout your career, or explore additional retirement options like a 401K or an IRA. Experts with our Investment & Retirement Center can ensure you're taking advantage of all your opportunities and making the most of your hard-earned funds.
An IRA is an individual retirement account and comes in many forms, such as a Traditional IRA or a Roth IRA. Each comes with its own unique benefits, and the experts with our Investment & Retirement Center can outline your options and help you decide on the best path for your future.
Your family will be a major factor to consider when weighing all of your retirement options. How can you set them up for success and ensure your wealth is transferred to the right individuals. Our Investment & Retirement Center representatives are experts in legacy planning and will help you in making sure your money is handled properly.
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Important Disclaimers
* 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. American Heritage Credit Union and The American Heritage Investment & Retirement Center are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using American Heritage Investment & Retirement Center, and may also be employees of American Heritage Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, American Heritage Credit Union or American Heritage Investment & Retirement Center. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) associates with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
**CRPC® is a registered service marks of the College for Financial Planning®.
***Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
