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Community Choice Investment Services: Investment Articles

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Making Sense of Your Roth 401(K)

December 01, 2021

The Roth 401(k) has become an attractive investment account, with investors attracted to their qualified tax-free withdrawals and contributions which receive after-tax treatment. But like other 401(k) plans, the Roth 401(k) carries with it numerous rules that impact their ultimate tax treatment. Understanding these rules is critical for optimizing your tax consequences.

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Managing a Budget During Your Retirement

November 01, 2021

Unless you have accumulated substantial wealth where money is not a concern, you face a critical task when you reach retirement to make sure that your assets will support you through your lifetime.

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When’s the Right Time to Retire?

October 01, 2021

Retirement is inevitable, but knowing exactly when to do so is often unclear. No matter when you actually begin your retirement, you’ll benefit from planning your post-work life as early as possible.

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Beyond Retirement: Consider Your Other Goals

September 01, 2021

When it comes to financial stability, people tend to focus on paying off debt and saving for retirement. In reality, many other financial goals beckon to individuals during their lifetime. Because of this, it’s important to look beyond retirement when setting targets, no matter how old you are.

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Financial Traps to Avoid

August 01, 2021

There’s a good reason so many athletes, entertainers and business people who made seven figures and higher suddenly find themselves filing for bankruptcy. Money mismanagement can eat through even the biggest bankrolls. Here are some specific threats to financial stability that people can avoid to help effectively manage their wealth.

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Spring Cleaning

February 05, 2021

Eight tips for tidying up your personal finances.

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Investing for the Future

February 04, 2021

When building a retirement nest egg, focus on preservation as well as growth.

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When to Begin Collecting Social Security

February 01, 2021

Deciding when to begin collecting Social Security depends on a number of factors, including how long you anticipate needing it.

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IRA 101: Know the Facts

January 30, 2021

If you own an IRA, then you should be as familiar as possible with the rules that govern your account.

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Wealth Building Strategies While Raising a Family

January 27, 2021

This article discusses steps that parents can take to build wealth while raising a family.

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How to Manage Your 401(k) When You Switch Jobs

January 18, 2021

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.

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When's the Right Time to Retire?

January 05, 2021

This article discusses the factors you should look into when deciding when to retire.

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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. Community Choice Credit Union and Community Choice Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community Choice Investment Services, and may also be employees of Community Choice Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Choice Credit Union or Community Choice Investment Services. Securities and insurance offered through LPL or its affiliates are:

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