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    • Points to Consider If Your Retirement Goal Seems Out of Reach
      Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal setting is a key factor
    • Last-Minute Tax Tips
      It's that time of year again--tax filing season. And while many taxpayers like to get a head start on filing their returns, there are those of us who always
    • The Cost of Waiting
      Starting to save early means your money has more time to go to work for you. Even if you can only afford to set aside small amounts, compounding earnings can
    • How much can I contribute to my IRA in 2015?
      The combined amount you can contribute to your traditional and Roth IRAs remains at $5,500 for 2015, or $6,500 if you'll be 50 or older by the end of the year. You can
    • Is there a new one-rollover-per-year rule for 2015?
      Yes. The Internal Revenue Code says that if you receive a distribution from an IRA, you can't make a tax-free (60-day) rollover into another IRA if
        
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    Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates. Kern Schools Federal Credit Union and Kern Schools Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

    Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor

    The investment products sold through LPL Financial are not insured Kern Schools Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the Kern Schools Federal Credit Union and are not endorsed, recommended or guaranteed by Kern Schools Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.