Guide To Retirement Basics
Planning for retirement can be a daunting challenge, but it doesn't have to be. This guide will cover the basics of planning and investing to help you live the life you want during retirement.
We will look at some basic questions you will want to consider, estimating retirement expenses and income, strategies for calculating your retirement needs, tax implications, and various investment products that can help you reach your retirement goals. If you still have questions you can get in touch with RMCU's
on- staff CPS financial advisor, Arlis Ortman.
This Guide Will Help with:
Understanding retirement basics
Evaluating expected expenses
Evaluating expected Income
Calculating retirement needs
Understanding taxes
Available financial products
If you are ready to get serious about your retirement plan, you need to download this guide. The sooner you start planning the better. Don't wait.
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.