Our Financial Advisors can assist you with developing a strategy for withdrawing the money you’ll need. The timing of withdrawals can significantly impact the taxes you pay so we can help you with a tax efficient distribution strategy. And we'll work with you to monitor your investments and determine whether adjustments need to be made.
If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options.
The wealth management team at Amplify Credit Union offers their retirement income strategies for your IRAs, 401(k)s, and other workplace savings plans.
Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. Figuring out an appropriate initial withdrawal rate is a key issue in retirement planning and presents many challenges.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.