Broker Check

P.O. Box 9350 Austin, TX 78766

(512) 997-2367
CFSinvestments@ufcu.org
Client Login
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

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
Learn More
Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
Learn More
Saving for Retirement

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
Learn More

Have a Question?

Thank you!
Oops!