Annuities & Other Income Strategies
Generate Income for the Years Ahead
As you enter retirement and leave your full-time career, you may be looking for other sources of income. Fortunately, we can help you create a predictable income stream by:
- Identifying your basic and discretionary expenses
- Anticipating future expenses
- Optimizing current sources of retirement income
- Developing a personalized income strategy
- Addressing ways to manage the on-going changes in healthcare during retirement
Supplement Retirement Income with Annuities
Annuities are investment contracts issued by insurance companies that provide retirement income for a specified period of time. Payments can begin immediately, or you can defer your annuity and grow your investment, tax-deferred, until your payout begins. We will explain annuity types and help you determine whether a fixed, variable or indexed option is right for you.
Social Security
To get an estimate of your Social Security benefits, visit the Social Security Administration website.
Did you know…once you reach normal retirement age, you can earn as much as you want without affecting your Social Security retirement benefit. A financial advisor can help you decide when to start taking your benefit.
Contact the
CFS team to schedule a complimentary, no-obligation appointment.
Resources to Help You Plan for Retirement:
Retirement Income Planning Webinar
Retirement Income Calculator
Retirement Planning Calculator
CFS Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS 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.