retirement

Rollover Retirement $50.00 Gift Card

What do you want your retirement to look like? Rollover your IRA or 401K account(s) and receive a  $50.00 Gift Card! UCCU Financial Group available at Utah Community Credit Union can consolidate your 401(k) or IRAs and help you: Help building a plan keeps us with a changing market and can adapt as your needs change; A wide range of […]

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UCCU Financial Group

Here at UCCU, we value our members more than anything.  We understand and realize how important your financial future is, and we want to assist you along the way.  UCCU Financial Group helps you find the best financial options, and provides a better understanding of the financial opportunities available to you.  So what are your options? Investments & Life Planning Our […]

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Generating Investments for Retirement

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Retirement Matters

Retirement living conjures up various images. Some see retirement living as traveling. Others envision more family time. Still others simply look forward to more free time. No matter what your view, there are a number of questions and concerns that should be addressed to help you better prepare for retirement living. Because in order to pursue your goals and dreams […]

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How Will Working Affect Social Security Benefits?

In a recent survey, 70% of current workers stated they plan to work for pay after retiring. And that possibility raises an interesting question: How will working affect Social Security benefits?  To answer that question requires an understanding of three key concepts:  full-retirement age, the earnings test and taxable benefits. Full Retirement Age Most workers don’t face an “official” retirement […]

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What's Your Financial Wellness IQ?

            It’s always important to gauge your financial wellness. Financial situations can change very quickly. Understanding how to make adjustments as needed is an important skill to learn. Take this quiz to see where you stand financially and help address any problems shown by the results. The first step toward a financially stable tomorrow is […]

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Take the First Step – Start Planning Your Financial Future

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How Will Working Affect Social Security Benefits?

In a recent survey, 70% of current workers stated they plan to work for pay after retiring. And that possibility raises an interesting question: How will working affect Social Security benefits?  To answer that question requires an understanding of three key concepts:  full-retirement age, the earnings test, and taxable benefits. Full Retirement Age Most workers don’t face an “official” retirement […]

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Distributions From Retirement Plans

If you’re like many Americans, you’ve been setting aside money for your retirement. Now that you’re near­ing retirement age, it may soon be time to start drawing money from your qualified retirement plans. Withdrawing money from a retirement plan is called “taking a distribution,” and there are a variety of ways to do it. We’re going to review several approaches. […]

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Retirement Matters

Retirement living conjures up various images. Some see retirement living as traveling. Others envision more family time. Still others simply look forward to more free time. No matter what your view, there are a number of questions and concerns that should be addressed to help you better prepare for retirement living. Because in order to pursue your goals and dreams […]

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