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Retirement Planning

401(k) Planning

If you've changed jobs and left behind a 401(k) or other qualified plan, you could be neglecting one of your most important assets. We can help you manage and monitor your investments, creating a strategy that aligns your retirement savings with your overall financial goals.

We can help you:
  • Learn the advantages and disadvantages of all available distribution options
  • Learn the tax consequences of lump-sum distributions
  • Avoid common 401(k) rollover mistakes

Roth IRA

Reducing the uncertainties associated with retirement always makes sense. A Roth IRA's tax advantages can plan an important role in navigating a future made more challenging by potentially higher tax rates and the need to work longer.

Converting some or all of your IRA balances to a Roth IRA may yield potential benefits down the road. However, many factors should be considered, so let us help. We can discuss your situation and how a Roth IRA might be right for you.

LPL Financial

Securities and Insurance products offered through LPL Financial and its affiliates. Member FINRA/SIPC

Check the background of this firm on FINRA's BrokerCheck here.

FDIC

The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured. First United Bank deposits are not FDIC insured. These products are not obligations of First United Bank and are not endorsed, recommended or guaranteed by First United Bank or any government agency. The value of the investment may fluctuate, the return of the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, FL, GA, IL, LA, KS, KY, MD, MI, MO, MT, NC, OH, OK, OR, PA, SD, TN, TX, UT, WA, WI, WV.

First United Bank and the Wealth Management Group are not registered broker/dealers and are not affiliated with LPL Financial.

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