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Retirement Income Planning
Starting up a new hobby? Traveling to parts of the world you haven’t seen? Our Financial Advisors can create a financial plan to help you live the lifestyle you envision.
Analyze assets & expenses
Plan for tax efficiency
Review & adjust strategy
Plan now for a more comfortable retirement
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.
Ready to start planning for your retirement?
No matter what you’d like to do when you retire we can help make your vision a reality. Connect with a CFS* advisor today.
Stay up to date on the latest in Retirement Services
The more you know, the more prepared you'll be for your financial future.
investment
Changing Jobs? Know Your 401(k) Options
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.
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investment
Converting Savings to Retirement Income
During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert those savings into an ongoing income stream that will provide adequate income throughout your retirement years.
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investment
How Much Annual Income Can Your Retirement Portfolio Provide?
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.
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* 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.