Why a Pension Changes the Way You Should Plan for Retirement
Автор: Zach Morris, CFP®
Загружено: 2025-06-10
Просмотров: 11506
Are you planning to retire with a pension and want to make the most of it? Knowing how to optimize your retirement benefits is crucial, and this video, “Retiring with a Pension: What You Need to Know,” breaks down everything you should consider before making key decisions. Retirement planning goes beyond receiving monthly checks; it’s about ensuring stability, flexibility, and financial freedom.
We’ll explore the history of pensions and why retirees today are part of a rare group with access to them. The video explains the pros and cons of taking a lump sum versus monthly annuity payments and offers actionable tips to help you choose the option that fits your financial goals. You’ll also learn how survivor benefits can provide security for your loved ones and how to bridge income gaps if you retire before your pension or Social Security starts.
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Tax strategies are a vital part of retirement planning, and this video dives into ways to lower your lifetime tax burden. From Roth conversions to diversifying your savings into traditional, Roth, and taxable accounts, you’ll get real-life examples and practical advice designed to simplify otherwise complex topics. Timing matters too, and we’ll guide you on how to balance your cash flow while ensuring your savings last.
This video is perfect for anyone starting their retirement planning or those preparing to make difficult pension-related decisions. By the end, you’ll have the tools to build a comprehensive plan that prioritizes your peace of mind and financial security.
If you’re ready to take control of your retirement, make sure to watch until the end. Don’t forget to subscribe for more tips on financial freedom, wealth management, and retirement savings strategies.
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Paces Ferry Wealth Advisors, LLC is a registered investment advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”). This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. SEC registration does not constitute an endorsement of the Firm by the Commission nor does it indicate that the Firm has attained a particular level of skill or ability. Information presented does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. This information should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. This presentation should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the adviser as of the date of the presentation and are subject to change.
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