Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Have A Question About This Topic?

Related Content

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Contact

Office: (210) 394-5052

5308 Wurzbach Rd.

San Antonio, TX 78238

aduran@rivercityfcu.org

Quick Links

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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. River City Federal Credit Union and River City Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using River City Investments, and may also be employees of River City Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, River City Federal Credit Union or River City Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency	Not Credit Union Guarantee	Not Credit Union Deposits or Obligations	May Lose Value

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.

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.