Welcome to UPAL's

Education & Resource Center.

Tools to help you learn more about retirement planning & investment concepts

Let us help you build a rock-solid financial future.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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