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://ylawold.wpenginepowered.com/should-i-consider-a-lump-sum-pension
Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001
