Retired Living
Retired Living
Living Well in Retirement
The best retirement isn’t defined by numbers on a page. It’s about balance. Balancing your savings with the way you want to live—traveling, spending time with loved ones, giving back, or finally focusing on yourself. With the right plan, you can stay financially secure while enjoying the freedom you’ve earned.
How to Make Retirement Work for You
Maximize Your Retirement Income
Social Security, pensions, and retirement accounts all play a role. Knowing when and how to draw from each source can help stretch your money further.
Manage Expenses in Retirement
Track spending, plan for health care costs, and manage withdrawals from retirement accounts to ensure your savings last. Effective budgeting is key to long-term financial stability.
Protect Against Unexpected Expenses
Even in retirement, unexpected costs or market changes can impact your finances. Planning ahead keeps your savings secure and your goals on track.
Plan Your Legacy
Estate planning, wills, and trusts help you leave a lasting impact for your loved ones and the causes you care about. Thoughtful retirement planning ensures your legacy reflects your values.
Explore Retirement Insights
The best retirement lifestyle is one that balances financial stability with personal fulfillment. Our Retirement Center includes tools, tips, and resources designed for living well in retirement.
Should You Downsize Your Home in Retirement?
Discover the financial pros and cons of moving to a smaller home—and whether it could be the right fit for your retirement lifestyle.
Estate Planning Essentials
From wills to trusts, discover the key steps to protect your legacy and support your loved ones.
Make the Most of Retirement
Enjoy the freedom you’ve earned while keeping your finances strong. We’re here with tools and support to keep everything on track.
Disclosure
Note: IRS restrictions may apply.
Must meet membership and account criteria. Consult a tax professional regarding your individual tax situation. Mission Fed does not charge a fee for rollovers however, sending account custodian may charge a fee. Rates, terms, and conditions subject to change without notice.
This information is not intended as financial, tax or legal advice. Consult a qualified financial and/or tax advisor. This content should be used for informational purposes only. Mission Fed Credit Union disclaims any liability for decisions you make based on the information provided.