Capital Advisors CMYK - 2022 Color (LPL)

Carolinas Telco Capital Advisors, is a Wealth Management program providing service to Carolinas Telco Credit Union members.

Their mission: Deliver valued strategies for all members’ financial needs – whatever their stage in life. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

MUTUAL FUNDS

Through MEMBERS Financial Services, you have access to a wide variety of mutual funds appropriately matched to your investment goals and objectives. In addition, we offer financial management planning to assist you in reaching your goals.

Learn more on the Investor Connection site.

STOCKS & BONDS

Stocks and bonds can range in risk-tolerance from conservative to more aggressive. No matter what type of investor you are, we're here to help!

Learn more on the Investor Connection site.

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Check out our videos and Loose Change eNewsletter.

IRAsGentleman writing in notebook looking at laptop

An IRA is an investment account that belongs to you, to which you contribute. It can consist of stocks, mutual funds, bonds, annuities, certificates or other investment products. Your earnings grow tax-deferred until they’re distributed. In some cases, they’re not taxed at all.

Learn more on the Investor Connection – IRA page.

ROLLOVERS

When you close or take money out of a retirement account before the IRA guidelines allow it, you may have to pay the ordinary income taxes on the amount, plus an early withdrawal penalty. Let us help you!

ANNUITIES

Annuities are tax-deferred investing options that provide a supplement to a retirement program. We offer both variable annuities and fixed annuities to meet your needs.

Learn more on the Investor Connection – Annuities page.

MANAGED ACCOUNTS

Managed accounts are designed to match your specific financial needs and objectives. These portfolios come in a variety of structures and are handled by professional investment managers.

Learn more on the Investor Connection – Managed Accounts page.

 

Prior to requesting a rollover from your employer-sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer-sponsored retirement account and an IRA.

Representatives are not tax advisors. For questions concerning your specific tax situation, please consult a qualified tax professional

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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. Carolinas Telco FCU and Carolinas Telco Capital Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Carolinas Telco Capital Advisors, and may also be employees of Carolinas Telco FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Carolinas Telco FCU or Carolinas Telco Capital Advisors. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) 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.

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