This hypothetical example is used for illustrative purposes only. Actual results will vary.
The information in this calculator is not intended as tax or legal advice, and it
may not be relied on for the purpose of avoiding any federal tax penalties. You
are encouraged to seek tax or legal advice from an independent professional advisor.
The content is derived from sources believed to be accurate. Neither the information
presented nor any opinion expressed constitutes a solicitation for the purchase
or sale of any security.
Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC.
Advisory services offered through SWBC Investment Company, a Registered Investment Advisor.
Not NCUA/NCUSIF Insured
Not Guaranteed by the Credit Union
Not a Deposit
Not insured by any Federal Government Agency
May Lose Value
Supervisory Office: Beth Conley SWBC Investment Services, LLC 9311 San Pedro, Suite 600 I San Antonio, TX 78216 (210) 321-7131 Office I (210) 581-1672 Fax