Personal Retirement Plans

With all the current talk about Social Security and long term retirement, the time is right to start considering your plans for retirement. For many tax-advantaged Individual Retirement Accounts (IRA) are smart strategies to this problem especially with the new current tax laws.

LPL Financial offers both Roth and Traditional IRAs. Though often confusing, we can quickly help you select the right account for you and get it setup in minutes.

T. Vance Walker, AWM, LPL Financial Advisor, Director of Investment Services
904.475.8261 | 800.443.2664 | email vance.walker@lpl.com

Securities, investment advisory services and insurance products offered through LPL Financial and its affiliates, member FINRA/SIPC and a SEC registered investment advisor. LPL Financial representatives do not provide tax advice. Jax Federal Credit Union and Jax Federal Investment Services are not registered brokers/dealers, nor are they affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.