退休计划

After all those years worrying about putting money into retirement accounts, now it’s time to find the best way to take money out, 不会耗尽. How can you help make your money last a lifetime?

Fortunately, there are several income strategies in retirement. At NEFCU Financial Group, available through CUSO Financial Services L.P., we help you create a predictable income stream and:

• 设计退休计划
• Identify basic expenses and discretionary expenses
• 评估当前退休收入的来源
• Identify potential gaps between income and expenses
• Anticipate fixed and discretionary expenses in retirement
• 配置资产以产生收益
• 发掘新的收入来源

There are many strategies for spending down retirement savings. Often, a successful strategy may use a combination of approaches to remain flexible. Considering the tax impact of different investment vehicles is important to incorporate into the planning, and should be reviewed regularly given the variability that can be expected in retirement spending.

To learn more about generating income in retirement, 接触乔纳森.