Join us as we walk through a detailed case study illustrating how to get the most out of a pension benefit. Our advisors will break down complex pension choices into a clear, practical framework.
You’ll learn:
How to evaluate lump sum vs. monthly payment options
Survivor benefit decisions and their long-term impact
How pension income fits into a broader plan
Tax considerations you shouldn’t overlook
Strategies to coordinate pension benefits with Social Security
If you or a loved one has a pension, this session provides clarity around one of retirement’s biggest decisions.
