You Only Get One Shot at This Decision
Choosing how to receive your pension isn’t just a formality. It can shape your income, tax situation, healthcare access, and your spouse’s financial future for decades to come.
That’s why we are to help walk you a step-by-step through the process to help you evaluate your options, avoid common mistakes, and make a decision that works for your life, not just the paperwork.
What You’ll Learn:
- The pros and cons of taking a lump sum vs. monthly payments
- How to protect your spouse or beneficiaries
- What each annuity option really means and what it could cost you
- Why taxes should play a big role in your choice
- How to turn your pension into a retirement income strategy you control