Flagship Financial Group
Call to schedule your no-cost, no-obligation consultation with an FFG advisor at
(855) 373-4783.
TIME FOR SOME 401(K) SPRING CLEANING?
In the past, baby boomers and Generation Xers often held on to jobs for 10 or more years. Some professionals stayed with the same company for most of their working lives. The Great Recession changed this for many. Now, people have become more comfortable moving from job to job. Millennials are especially adept at this. They change jobs three times more often than other generations.
Changing jobs introduces a new dilemma for people, regardless of why or how often they do so: what to do with the 401(k) account they had with their former employer. Should they consider taking the cash distribution, or could there be a better choice?
Here are some options to consider:
• Take the cash.
• Directly roll the money into an IRA.
• Use the new employer's plan.
• Keep the old plan.
Having fewer accounts to keep up with isn’t a bad thing. Here are just a small handful of questions you need to make sure you’ve planned for:
• What's right for you?
• What's the best way to avoid tax penalties?
• Are you maximizing your contributions?
At Flagship Financial Group (FFG), we help American Airlines Federal Credit Union members navigate these and other important decisions that impact their economic future. To schedule your complimentary consultation with an FFG advisor, click on one of the "Schedule appointment" links directly below, or call us at (855) 373-4783.
Check the background of our investment professionals on FINRA’s BrokerCheck.
Miguel Arreguin, CRC®
LPL Financial Advisor
14050 FAA Blvd.
Fort Worth, TX 76155-2604
Phone: (817) 952-4537
Rod Chisholm, MBA, CFP®
LPL Financial Advisor
14050 FAA Blvd.
Fort Worth, TX 76155-2604
Phone: (817) 952-4698
Garret Geist
LPL Financial Advisor
14050 FAA Blvd.
Fort Worth, TX 76155-2604
Phone: (817) 952-4733
Rosemina Hudani, CRC®,LUTCF, CLTC
LPL Senior Wealth Advisor
14050 FAA Blvd.
Fort Worth, TX 76155-2604
Phone: (817) 952-4563
George Rabel
LPL Financial Advisor
14050 FAA Blvd.
Fort Worth, TX 76155-2604
Phone: (817) 952-4515
David Rindal, CRC®
LPL Financial Advisor
3001 Highway 121, Suite 296
Euless, TX 76039
2140 East Southlake Blvd., Suite F
Southlake, TX 76092
Phone: (817) 684-8858
Brandon C. Williams, CWS®
LPL Financial Advisor
14050 FAA Blvd.
Fort Worth, TX 76155-2604
Phone: (817) 952-4053
Miguel Arreguin, CRC®
LPL Financial Advisor
14050 FAA Blvd.
Fort Worth, TX 76155-2604
Phone: (817) 952-4537
Rod Chisholm, MBA, CFP®
LPL Financial Advisor
14050 FAA Blvd.
Fort Worth, TX 76155-2604
Phone: (817) 952-4698
Garret Geist
LPL Financial Advisor
14050 FAA Blvd.
Fort Worth, TX 76155-2604
Phone: (817) 952-4733
Rosemina Hudani, CRC®,LUTCF, CLTC
LPL Senior Wealth Advisor
14050 FAA Blvd.
Fort Worth, TX 76155-2604
Phone: (817) 952-4563
George Rabel
LPL Financial Advisor
14050 FAA Blvd.
Fort Worth, TX 76155-2604
Phone: (817) 952-4515
David Rindal, CRC®
LPL Financial Advisor
3001 Highway 121, Suite 296
Euless, TX 76039
2140 East Southlake Blvd., Suite F
Southlake, TX 76092
Phone: (817) 684-8858
Brandon C. Williams, CWS®
LPL Financial Advisor
14050 FAA Blvd.
Fort Worth, TX 76155-2604
Phone: (817) 952-4053
Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither LPL Financial nor any of its representatives may give legal or tax advice.
CRC conferred by InFRE®
Certified Wealth Strategist®, (CWS®)
Certified Plan Fiduciary Advisor®, (CPFA®)
The CFP® certification marks are not affiliated with LPL Financial.
CHARTERED RETIREMENT PLANNING COUNSELOR® and CRPC® are registered service marks of the College for Financial Planning.®
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 brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed 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. American Airlines Federal Credit Union and Flagship Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Flagship Financial Group, and may also be employees of American Airlines Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, American Airlines Federal Credit Union or Flagship Financial Group. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
The LPL Financial registered representatives 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.
