Broker Check
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.

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 CFS Financial Advisors available through CUSO Financial Services, L.P. can help you work to overcome several retirement income challenges and 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.

Recommended Retirement Resources

Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
Learn More
Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn More
Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn More

Have a Question?

Thank you!
Oops!