For individuals with a pension, the decision to take or not to take a lump sum can be confusing. As interest rates rise, many plans could see a drop of 25-30% or more.
This could mean hundreds of thousands of dollars for some employees, and for many plans, this is very time sensitive.
Finding clarity on this subject isn’t always easy. That’s why we talk to people like today’s guest, Michael Martinez. Michael is the president of The Pension Group, where he helps individuals make the most of their retirement.
In this podcast interview, you’ll learn:
- How to retire with confidence when you have a pension.
- Who to reach out to so you can better understand the details of your pension.
- How the rising interest rates could impact your pension–and what to expect in the short and long-term.
Resources
- The Pension Group
- Michael Martinez on Facebook| LinkedIn
No statements made during the Retirement Road Map® podcast shall constitute tax, legal, or accounting advice. You should consult your own legal or tax professional on any such matters. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk, and unless otherwise stated are not guaranteed. Our Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. Our advisors and insurance reps may offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product.
