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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Lake Ridge Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows 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 visithttps://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. Lake Ridge Bank and Lake Ridge Financial  are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Lake Ridge Financial and may also be employees of Lake Ridge Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Ridge Bank or Lake Ridge Financial. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by FDIC or Any Other Government Agency
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • May Lose Value

RICP conferred by The American College

The financial professionals associated with LPL Financial 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.

Contact

Lake Ridge Financial
Office: 608-798-5253

6430 Bridge Road
Monona , WI 53713

lakeridgefinancial@lpl.com

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