20 votes

Guiding clients through the decision when they have pension options. Could include framing with desired total income and other sources such as social security; rollover (partial or full) options vs. taking annuity; rollover to investment or insurance based account; taking annuity from pension plan vs. an outside annuity; also evaluating various annuity options (life-only, 100% J&S, etc.) in light of household makeup and expected lifespan.

Suggested by: Sean Cook Upvoted: 18 Jan Comments: 0

Under consideration

Add a comment

0 / 500

* Email won't be displayed on screen Privacy Policy