Your Path to a Confident Retirement
We understand that planning for retirement is one of the most important financial decisions you'll make. Our team of experienced financial advisors is here to guide you through every step of your journey to a confident and comfortable retirement.
Retirement Account Options
We offer diverse retirement accounts to address your needs: Traditional and Roth IRAs for tax advantages, SEP and SIMPLE IRAs for small businesses and self-employed individuals, Solo 401(k)s for sole proprietors, and employer-sponsored 401(k)s with potential matching contributions. Whatever your situation, we have a retirement account option for you.
A tax-deferred retirement account allowing individuals to contribute pre-tax income, with taxes paid upon withdrawal in retirement.
- Tax-Deductible Contributions
- No Income Limits for Contributions
- Potential for Lower Taxes in Retirement
- Penalty-Free Withdrawals for Certain Expenses
- Required Minimum Distributions (RMDs)
- Tax-Deferred Growth
- Wide Range of Investment Options
- Catch-Up Contributions
- Contribution Limits
A retirement account funded with after-tax dollars, offering tax-free growth and tax-free withdrawals in retirement.
- After-Tax Contributions
- Income Limits for Contributions
- Tax-Free Growth
- Tax-Free Withdrawals
- No Required Minimum Distributions (RMDs)
- Wide Range of Investment Options
- Catch-Up Contributions
- Contribution Limits
An employer-sponsored plan allowing pre-tax contributions, often paired with a company match to help boost retirement funds.
- High Contribution Limits
- Employer Match
- Loan Option
- Automatic Enrollment
- Protection from Creditors
- Tax-Deferred Growth
- Wide Range of Investment Options
- Catch-Up Contributions
A retirement plan designed for self-employed individuals or small business owners, with high contribution limits and tax advantages.
- No Income Limits for Contributions
- High Contribution Limits
- Employer and Employee Contributions
- Roth Option Available
- Loan Option
- Tax-Deferred Growth
- Wide Range of Investment Options
- Catch-Up Contributions
A retirement plan for self-employed individuals and small business owners, offering larger contribution limits.
- Employer Contributions Only
- Flexible Contributions
- Easy to Set Up and Maintain
- High Contribution Limits
- Immediate Vesting
- Tax-Deferred Growth
- Wide Range of Investment Options
A retirement plan for small businesses with under 100 employees, offering simplified contributions and administration.
- Employer Contributions
- Immediate Vesting
- Easier to Administer
- Tax-Deferred Growth
- Wide Range of Investment Options
- Catch-Up Contributions
- Contribution Limits
Frequently Used Financial Terms
noun, plural an·nu·i·ties.
- a specified income payable at stated intervals for a fixed or a contingent period, often for the recipient's life, in consideration of a stipulated premium paid either in prior installment payments or in a single payment.
- the right to receive such an income, or the duty to make such a payment or payments.
Investment Planning Resources
All resources linked are believed to be reliable sources; however, we make no representation as to their completeness or accuracy.
Our experienced consultants can guide you toward financial independence.
Brokerage Disclosures:
The financial consultants of Logix Financial Services are registered representatives 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. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial Services. Securities and insurance offered through LPL or its affiliates are:
Other Government Agency
or Obligations
Logix Federal 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.
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