Understanding Pension Payout Options скачать в хорошем качестве

Understanding Pension Payout Options

Explore different pension payout options and learn what might work best for your retirement plan with expert insights from Sensible Money's Amy Shepard. SUBSCRIBE to our channel for more retirement insights: https://www.youtube.com/c/Sensiblemon... Understand your pension payout choices with insights from Amy Shepard of Sensible Money. Discover the pros, cons, and unique features of options like Single Life, Joint and Survivor, and Lump Sum. Make informed decisions for a secure retirement. What to watch next: “How Inflation Can Affect Your Portfolio?”    • Видео   Related links: FREE REPORT: 4 Things Near Retirees Must Know About the 4% Rule https://www.sensiblemoney.com/four-pe... FREE REPORT: 10 Worst Money Moves for Near Retirees https://www.sensiblemoney.com/retirem... Control Your Retirement Destiny: Download Chapter 1 for Free https://www.sensiblemoney.com/control... For more expert insights and personalized retirement planning, visit our website: https://www.sensiblemoney.com/ Schedule a complimentary consult: https://www.sensiblemoney.com/premeet... 00:00 - Introduction to Pension Payout Options 00:21 - Single Life Pension and Benefits 02:36 - Single Life with Period Certain 04:37 - Joint and Survivor Option Explained 07:59 - Social Security Offset and Considerations 09:47 - Lump Sum Option and When It Makes Sense 12:27 - Public Pensions and Social Security Impact 13:23 - Final Thoughts and Planning Advice #RetirementPlanning #FinancialRetirementPlanning #Pension DISCLOSURES This presentation is for informational purposes only and is not a solicitation to buy or sell securities or provide investment advice. Sensible Money, LLC (“SM”) is a registered investment adviser. Registration does not imply endorsement. For information on SM’s services and fees, you can find our disclosure documents at https://adviserinfo.sec.gov/firm/summ.... Charts or examples are for illustration only and do not guarantee future results. Past performance is not indicative of future outcomes, and investing involves risks, including the possibility of loss.