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Retirement Income: Charting a Course to Help Your Money Last
Make the most of your retirement income streams
You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a potential steady income stream, and these decisions could have lasting repercussions.
Join us for a complimentary seminar where we’ll focus on strategies designed to help you:
- Understand retirement plan distribution rules.
- Invest for stability, income, and growth potential.
- Protect your income and assets from the unexpected.
- Prepare for a more comfortable and rewarding retirement lifestyle.
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. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA and investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.