 Invest Sun East Retirement and Investment Services (SERIS)

Sun East Retirement and Investment Services (SERIS)

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? A Representative of Sun East Retirement and Investment Services serving Sun East Federal Credit Union is available to learn about your goals and work with you on your plan. Together, you’ll create a future that will help make those financial plans a reality. Sun East Retirement and Investment Services (SERIS) is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer or investment advisor.*

Work with an experienced professional who will have your interests in mind. Schedule a no-cost, no-obligation consultation today. Call Kristin Haines, SERIS Administrative Assistant at 610-485-2960, x274 or send us an email!

Whether you are new to investing or are a seasoned Pro, let SERIS help to ensure you are on the right path to achieving your financial security, dreams, goals and plans!

IRAs (Traditional and Roth)
Life Insurance Planning
401k, 403b, 457b/Pension Rollovers Services**
529 College Savings Plans
Retirement Investment Planning
Retirement Income Planning
Fixed, Index and Variable Annuities
Mutual Funds
Managed Money

Annuity

Whether you are in the beginning stages of planning your retirement, getting ready to retire soon, or have even already retired … an Annuity may be an option to help you pursue your retirement income goals!

SCHEDULE A NO-COST, NO-OBLIGATION CONSULTATION TODAY! If you have questions about your financial future, we’re here to help!

• How much money do I need to comfortably retire?

• Will my retirement savings be enough to last my lifetime?

• How much money each month can I expect in retirement and where will it come from?

• Once I retire, how do I replace the paycheck I have been receiving?

• When should I start collecting Social Security.

• When I retire or change jobs, what do I need to do to make sure my retirement plans are protected from taxes and positioned for my future?

• Is a Rollover right for me?

• How can I invest my Rollover?

• What are the tax rules and ramifications associated with my retirement account(s)?

• Are there taxes or penalties for rolling over or transferring my 401k or Pension?

• What is the difference between a Traditional and a Roth IRA and which type is right for me?

• Am I able to contribute to a plan while also adding to my retirement plan through my employer?

• Should I roll my 401k or Pension over to an IRA?

• Can I move my Traditional IRA into a Roth IRA?

• How much can I contribute annually to an IRA?

• How can I proactively keep my taxes down by placing my money in the correct accounts?

• Are their special investments that can help to lower my tax burden?

• How can I make sure to keep my taxes down in retirement by saving money in the right places while I’m working?

• How do tax-deferred and tax-free investments fit into my overall investment strategy?

• How do I proactively establish a plan to assure that my wealth is passed to the right people in the most efficient transfer so they use of the funds for their benefits?

• Do I need a Will or a Trust?

• Are all of my beneficiary designations up to date?

• Should I title my assets jointly with my children?

• Should I consider Life Insurance to protect my Estate?