Income Strategies in Retirement

With retirement often lasting 20-plus years, amassing a large amount of money in investment accounts may not be enough anymore. Retirees should plan for ways to help their money grow and generate income.

Millions of Americans in retirement may be scrambling to find ways to make ends meet without the income from a full-time job.

Fortunately, there are several possible solutions available for those looking to increase their income during their non-working years. At South Metro Wealth Management one of our Osaic Institutions Financial Professionals available through Osaic Institutions, Inc. can help you work to overcome several retirement income challenges and create a predictable income stream by:

• Designing a retirement plan
• Uncovering your basic expenses and discretionary expenses
• Evaluating current sources of retirement income
• Identifying potential gaps between income and expenses
• Anticipating fixed and discretionary expenses in retirement
• Positioning assets to generate income
• Uncovering new sources of income

To learn more about generating income in retirement, contact us today to schedule a complimentary, no-obligation appointment.

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and South Metro Federal Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value

Osaic Institution representatives do not provide tax or legal guidance. For such guidance, please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.