Don't get left behind, Wealth & Retirement Planning
Interra Investments is committed to ensuring Interra Credit Union members have access to financial planning – helping develop strategies to make the future what you want it to be. The qualified professional collaborative advisors will help you at whatever stage in life you find yourself, just starting out or about to retire … and beyond.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Income Planning
Developing a strategy, with savings goals to provide a steady income stream at retirement, can be challenging. The financial advisors at Interra investments have the tools to help you along the way, to help you prepare for the future. They will have a conversation with you to learn about your goals and discuss your current financial situation. Then, they will be able to provide you with an individualized plan. o Developing and understanding your income planning strategy is a first step in helping you pursue your financial goals.
Individual Retirement Accounts (IRAs)
IRAs can offer you a great opportunity for tax advantages as you save for your retirement.
Types of IRAs:
- Traditional IRA
- Rollover IRA
- Roth IRA
- SIMPLE IRA
- SEP IRA
- Trust IRA
Schedule an appointment today with one of our financial advisors to consider your IRA options.
Business & Agribusiness Owner Retirement Plans
The Interra Investments team understands how to guide you through your unique retirement planning needs. Let one of the advisors help you develop a customized plan for you. Types of retirement plans include:
- Traditional 401(k) – Medium to large size companies with more than 100 employees o Solo 401(k) – Companies with an owner and spouse as its only employees
- SIMPLE IRA – Companies with less than 100 employees
- SEP IRA – Companies with one to several employees
- 403(b) plans – Nonprofit organizations
- Defined Benefit Plans – Traditional pension plans
Calculators and tools are provided for educational purposes only. The projections or other information generated by the use of these calculators regarding the likelihood of various outcomes are hypothetical in nature and are not guaranteed. Certain considerations are not included which could alter the results shown, such as taxes, fees, charges and expenses. Results may vary with each use and over time.
The financial professionals at Interra Investments are financial advisors with, and 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. Interra Credit Union and Interra Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Interra Investments and may also be employees of Interra Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Interra Credit Union or Interra Investments. Securities and insurance offered through LPL or its affiliates are:
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. Interra Credit Union 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 further information. www.LPL.com/CRS
