Retirement Planning

Retirement Strategies

The financial advisors at North Island, registered through CUSO Financial Services, L.P. (CFS)1, can design a retirement strategy to match your budget, funding requirements, and retirement target dates.

  • Manage administrative and custodial costs
  • Map out an investment plan based on your risk tolerance and time horizons
  • Afford you flexibility and convenience

Our CFS financial advisors will help guide you through the many complex plan options to make a simple, but informed decision.

IRA Options include:

Traditional IRA

Great for individuals who qualify for a current tax deduction or who anticipate being in a lower tax bracket during retirement. Earnings accumulate on a tax-deferred basis.

Roth IRA

Ideal for those not requiring an immediate tax deduction. All earnings accumulate tax-free. No required minimum distributions during life time.

IRA Rollover

When you terminate employment you have a few options to consider. One option is to have your employer-sponsored retirement plan rolled over into an individual IRA that you control.2

IRA Transfer

You may transfer an existing IRA to another similar IRA. This is typically done to seek lower costs and consolidate assets.

Contact a financial advisor in your area for a no-obligation consultation.

Retirement Planning Calculators

Retirement Planner
Retirement Shortfall
How Long Will My Savings Last?
Roth IRA Calculator
Traditional IRA Calculator

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