The smart ATM at our VA Branch is temporarily out of service. While we work to restore service, members are encouraged to use the ATM located on the main floor of Building 1, or any surcharge-free MoneyPass ATM. Our online and mobile banking services remain available as usual.
Saving for Retirement: IRA Need-to-Knows
To sign up for a workshop, please click on the date and fill out the form.
Join UMassFive Wealth Management’s Wealth Advisor, Aimee Marden, along with Debbie Miner with Delaware Life, for a webinar focused on IRAs. Take control of your financial future with our comprehensive webinar on Individual Retirement Accounts (IRAs). This session provides essential guidance on how to effectively use traditional and Roth IRAs to build long-term financial security. Attendees will learn how to contribute, evaluate rollover options, optimize required minimum distributions (RMDs), and create income strategies that last a lifetime. We’ll also explore legacy planning and the growing importance of personal savings as pensions decline and Social Security may not fully cover retirement expenses. Join us for practical tips and current data to empower your retirement planning with confidence.
LPL Financial Form CRS
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. UMassFive College Credit Union and UMassFive Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UMassFive Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UMassFive College Credit Union or UMassFive Wealth Management. 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 |
UMassFive College Federal Credit Union (“UMassFive”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay UMassFive for these referrals. This creates an incentive for UMassFive to make these referrals, resulting in a conflict of interest. UMassFive 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 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.