Income in Retirement

Income in Retirement

Income in Retirement

With retirement often lasting 20-plus years, amassing a large amount of money in investment accounts may not be enough anymore. Retirees should plan for ways to help their money grow and generate income.

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Maximize Retirement Income: Your Personalized Solution

Millions of Americans in retirement may be scrambling to find ways to make ends meet without the income from a full-time job. Fortunately, there are several possible solutions available for those looking to increase their income during their non-working years.

During our meeting, we’ll go through these six steps:

At UFCU one of our LPL Financial Advisors can help you work on a plan to overcome several retirement income challenges and aim to create a predictable income stream by:

Designing a retirement plan
Uncovering your basic expenses and discretionary expenses
Evaluating current sources of retirement income
Identifying potential gaps between income and expenses
Anticipating fixed and discretionary expenses in retirement
Positioning assets to generate income
Uncovering new sources of income

To learn more about generating income in retirement, contact us today to schedule a complimentary, no-obligation appointment.

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Contact

Office: (512) 997-2367

8303 N Mopac Expressway

Austin, TX 78759

UFCUinvestmentservices@ufcu.org

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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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IMPORTANT: The projections and calculations generated by this calculator regarding the likelihood of investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Your results may vary with each use and over time.