Investment Articles

BECU Investment Services

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Financial Guidance Article

What To Know About Early Retirement Withdrawals

An early retirement withdrawal can add up with taxes, fees and penalties, but there are a few exceptions to consider.

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Financial Guidance Article

What To Know About Roth IRA Conversions

Find out what a Roth IRA conversion is, how it works and what to know before starting.

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Financial Guidance Article

IRA Mistakes to Avoid

An IRA may boost your retirement savings even further. Learn about four common IRA mistakes and how to avoid them.

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Financial Guidance Article

What To Know About IRA Investing

Investing in an IRA can be smart way to supplement your existing retirement plan.

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Financial Guidance Article

8 Key Facts About Social Security

Learn the various facets of the Social Security program to help you optimize your benefits for your situation.

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Financial Guidance Article

6 Essential Tips for Retirement Planning

The journey to a comfortable retirement starts with careful financial planning—and it’s never too early to start. Here are six smart steps to take while planning your retirement.

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Financial Guidance Article

Retirement Planning: The Basics

Review five ways you can prepare for retirement to ensure you are on the right track.

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Financial Guidance Article

IRS Makes 2021 IRA Cost-of-Living Adjustments

Review the 2021 IRA contribution limits and cost-of-living adjustments to help you plan for retirement.

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Financial Guidance Article

Retirement Plan Contributions

Learn how to choose an investment plan that does the best job of supporting your financial future.

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Financial Guidance Article

How to Build a Retirement Plan

Learn how to craft a retirement plan that fits your financial profile and your needs.

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Financial Guidance Article

IRA vs. 401(k)

Learn more about what retirement accounts to consider for retirement savings contributions.

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Financial Guidance Article

Identify Your Personal Retirement Goals

Gain financial expertise on achieving your retirement goals.

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Financial Guidance Article

Retirement Planning Checklist

It’s never too early to start planning: learn what steps to take for financial independence during your retirement.

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Financial Guidance Article

Investing in an Election Year

Learn what you need to know when investing during an election year.

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Financial Guidance Article

Facing a Layoff

Assess your retirement savings and determine how to use it for the future.

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Financial Guidance Article

How the CARES Act Can Affect Your Retirement

Just as government officials have advised the public to stay home to stay healthy, BECU Investment Services is offering similar guidance for your investments: Stay informed, and don’t panic.

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Financial Guidance Article

Understanding IRAs

An IRA can be the ideal way to save for your retirement.

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Financial Guidance Article

SECURE ACT: How It Impacts Your Retirement

See how changes to retirement saving laws could affect your plans.

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Financial Guidance Article

Managing Taxes in Retirement

Before you develop a retirement tax strategy, you need to know what’s taxable and what’s not. We help you with some general guidelines.

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Financial Guidance Article

Choosing a Financial Advisor

Choosing a financial advisor is a big decision. After all, you will be entrusting that person with your financial future. Here are 10 questions to ask when considering an advisor.

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Financial Guidance Article

The Three-Bucket Approach to Building Wealth

Taking a measured, methodical approach to financial health by dividing your money into three separate buckets.

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Financial Guidance Article

Saving for Retirement

How much should you save for retirement, and what’s a good strategy to help you reach that goal?

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Financial Guidance Article

Retirement Planning Mistakes

Avoid these mistakes when planning for retirement, investing and saving for your 401(k).

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Financial Guidance Article

Tax Strategies for Investing

Grow your money tax-free with tips on investing using tax-deferral strategies.

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Financial Guidance Article

Boost Retirement Savings

Tips to help boost your retirement savings

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Financial Guidance Article

Baby Boomers and Retirement

Is it too late for baby boomers to save for retirement? Let’s look at the options.

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Financial Guidance Article

8 Things Everyone Wants to Know About Social Security

Is Social Security bankrupt? Read about Social Security’s current state, how and when to redeem benefits, and their estimated impact on your retirement.

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Financial Guidance Article

Is College in Reach for Your Child?

We break down the financial tools for college savings, including the pros and cons of each.

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Financial Guidance Article

Inheritance Tips

What would you do if you were lucky enough to suddenly come into a large sum of money, such as an inheritance?

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Financial Guidance Article

Eligibility Requirements For IRAs

We break down who is eligible to contribute and the maximum yearly contribution amounts to the two different types of IRAs.

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Financial Guidance Article

5 Things to Put on Your Year-end Finance Checklist

Review this checklist of financial tasks before 2018 is over to make the most of your tax and financial benefits.

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Financial Guidance Article

How Investing Works

Making money doesn’t have to be hard if you learn to invest wisely. Here’s how to make your money work for you.

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Financial Guidance Article

Long-Term Care Considerations

Planning for long-term care now sets your finances up for success later. Our financial advisor reviews steps you can take.

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Financial Guidance Article

What are Mutual Funds

A Mutual fund is a professionally managed investment account which combines money from multiple investors.

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Financial Guidance Article

Understanding Your Retirement Savings

Manage your investment risk and work towards a solid financial foundation for the future by following our 7-step plan to pursue financial independence.

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Financial Guidance Article

Understanding Stocks

Want to invest for the future but not sure where to start? Here's a beginners' guide to understanding stocks.

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Financial Guidance Article

What Return Should I Expect From My Investments?

The stock market has historically gained in value year over year. But by how much?

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Financial Guidance Article

Managing Risk In The Stock Market

It’s common to feel anxious about investing in the stock market. Yet research says it’s best to “keep calm & carry on” in the face of falling prices.

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