Updated 8/20/20: Our Tech Square branch is open by appointment: Mon, Tue, Wed, and Fri 8:30 am - 4:30 pm, and Thu 8:30 am - 5:30 pm.  Our Lincoln Lab branch is open Tue and Wed, 8:30 am - 4:00 pm. Please call 617-253-2845 for an appointment. Please visit MITFCU.ORG/COVID19Support for more information.

Our Lincoln Lab branch will closed for the entire week of Thanksgiving and will reopen for regular hours on Tuesday, December 1st at 8:30 am.

Investment & Retirement

Investment and Retirement Planning

You have navigated to a page for MITFCU Investment & Retirement Planning, which is a separate entity from MIT Federal Credit Union. This page discusses financial planning and investment services offered by MITFCU Investment & Retirement Planning and LPL Financial (LPL). Products and services are offered by NPA, LPL or its affiliates, which are separate entities from, and not affiliates of, MIT Federal Credit Union.

Program Overview

The MIT FCU Investment & Retirement Planning program is designed to serve the investment and financial needs of our members by offering an objective financial planning approach using a wide variety of products and services. 

  • Determine your IRA options
  • Consider annuity strategies
  • Explore Social Security and/or pension options

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Investment & Retirement Planning

Browse the array of Financial Planning, Retirement & Insurance strategies we offer, then contact MITFCU Investment & Retirement Planning to start the conversation.

  • Customized to your goals
  • Guidance at every step
  • Diversify your portfolio

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Event Calendar

Find out the date, time, and topic of our next financial planning workshop and make plans to attend.

  • Valuable information you can put to use
  • No cost, no obligation consultation
  • Current topics in financial planning

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Contact a Financial Planner

Whether you need retirement planning services, insurance, or a college savings plan, our Financial Planners can set you on the right path.

  • We help you prioritize your needs and goals
  • Rely on our expertise and years of experience
  • Contact us anytime

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Financial Planning

We've made presentations available for you to view. These presentations cover many topics of interest when it comes to Investment and Retirement Planning.

  • Responsible Investing
  • Financial Planning 101
  • Basics of Taxes
  • Child Protection Planning
  • Retirement Planning

and more...

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Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA).  Securities and advisory services offered through LPL Financial (LPL), a RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not a RIA or BD.  Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using MITFCU Investment and Retirement Planning. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MN, NH, NV, OH, PA, RI, TN, VA, WA. These products and services offered through NPA, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are:

Not Insured by NCUA or Other Government Agency, Not Credit Union Guaranteed, Not Credit Union Deposits or Obligations, May Lose Value