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Retirement Strategies

Superior Member Service and Quality Products

Consolidating Retirement Accounts

In or nearing retirement, everyone should begin to look closely at their funds. If you have IRA's, 401-k's and pension plans scattered all over, you may want consider consolidating your accounts. At CASE Credit Union our CFS* Financial Advisor, David Ballantyne, can help you.

He is here to answer all your questions and possibly find ways to:

  • Potentially save money on annual fees
  • Create opportunities to allocate, diversify, and rebalance in one portfolio
  • Offer valuable estate planning features
  • Simplify required minimum distributions
  • Provide access to one easy consolidated statement

Retirement Planning Over 50

When you’re in your 50’s, retirement planning is more important than ever, especially considering many of us can expect to live well into our 90’s.

David Ballantyne, our CFS* Financial Advisor, can help you create a financial P.L.A.N. and uncover ways to catch-up by:

  • Creating a P.L.A.N.
    Pay yourself first, Live within your means, Assure your families stability, and Never stop learning
  • Helping you uncover the maximum contribution you're allowed from your workplace retirement plan and Individual Retirement Accounts
  • Uncovering ways to take advantage of annual catch-up contribution provisions
  • Discussing ways to create multiple income streams

Income Strategies in Retirement

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

Fortunately, there are several possible solutions available for those who need to increase their income during their non-working years.

Our CFS* Financial Advisor, David Ballantyne, can help you overcome several retirement income challenges and stretch your retirement income throughout your lifetime 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 retirement planning, contact David Ballantyne today to schedule a free, no-obligation appointment:

*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. The CFS registered representative associated with this site may only discuss and or transact securities business with residents of the following states: Michigan

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