Wealth Management & Financial Planning

Wealth Management & Financial Planning

The Pros And Cons Within Your Pension – #1411

Consider This Program with Jamie Burton and Grant Soliven, AIF.
In this segment we will cover:

If you are blessed enough to still have a pension, you will come to know that you have options on how you can take the pension. Find out the pros and cons of the options available to you. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001.

Talking Points:
1. Checklist
2. Lump-sum vs. Annuitize
3. Rate of payments
4. Income need
5. Opportunity cost

Resources –
• “Should I Consider A Lump Sum Pension?”, article by Dean Huddleston Should I consider a lump sum pension? – https://yourlifeafterwork.com/should-i-consider-a-lump-sum-pension

Schedule your complimentary Next Steps meeting today!

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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