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Investment & Retirement Center Articles

Maximizing Your Retirement Income

For many people, retirement is not a time to slow down and stop. It’s a time to explore the next great chapters of your life and build upon everything you’ve learned and experienced so far.

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Young professional at work

How to Manage Your 401(K) When You Switch Jobs

Changing jobs introduces a new dilemma for people, regardless of why or how often they do so: what to do with the 401(k) account they had with their former employer. Should they consider taking the cash distribution, or could there be a better choice?

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

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA(Opens in a new window)(Opens in a new window)/SIPC(Opens in a new window)(Opens in a new window)). Insurance products are offered through LPL or its licensed affiliates. Mid-Hudson Valley Federal Credit Union (MHV) and MHV Investment & Retirement Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MHV Investment & Retirement Center, and may also be employees of MHV. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MHV or MHV Investment and Retirement Center. Securities and insurance offered through LPL or its affiliates are:  

LPL disclosure

Your Credit Union (“Mid-Hudson Valley Federal Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mid-Hudson Valley Federal Credit Union for these referrals. This creates and incentive for Mid-Hudson Valley Federal Credit Union to make these referrals, resulting in a conflict of interest. Mid-Hudson Valley Federal Credit Union is not a current client of LPL for advisory services.  

Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html(Opens in a new window) for more detailed information. 

The LPL Financial registered representative(s) associated 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. 

LPL Financial Form CRS