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.
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.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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