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Retirement Basics

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Will You Have Enough to Retire Comfortably?

Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibility and potential. We have good reason to see retirement in a positive light. Americans are living longer, healthier lives than ever before. In fact, for some of us, retirement will make up a full third of our lives. Of course, this means that our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential. You'll learn:

• How to put together a retirement road map

• Factors that influence when you should retire and how long your retirement could last

• How to "crunch the numbers" by estimating your retirement expenses and retirement income, while factoring in inflation

• How tax-deferred savings vehicles like IRAs and 401(k)s can help prepare for retirement

*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. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.