Should you take the Lump-Sum or Annuity Amid Rate Changes?

Exclusive Webinar for Corporate Employees:

Should employees take their pension as a Lump-Sum or an Annuity? How will interest rates affect this decision? The webinar will be on: Thursday, April 25th at 10 AM PST. We’ll cover the many changes happening over the last few months. You can sign up for the webinar by clicking below:

Topic: Should You Take the Lump Sum or Annuity When Interest Rates Change?
Date: 4/25/2024
Time: 10:00 am PST
Platform: Zoom
Registration: Link
Hosted by: Tyson Mavar, RICP®

Topics Will Include:

• Comparison of Lump Sum versus Annuity Pension Options.
• Analyzing the Effects on Retirees: Investigating Alterations to corporate Pension Disbursements.
• Understanding the Influence of Interest Rates on Your corporate Employee Pension Lump Sum.
• Managing longevity risk with annuity pensions.
• How to reduce and potentially avoid your age penalties.
•  

Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage corporate employees to secure their spot at the earliest to benefit from this exclusive opportunity.

For more information or to register for the webinar, please visit this Link or call us at: 800-900-5867.

A little bit more about Tyson Mavar, RICP®

Tyson Mavar prides himself on helping corporate employees make their transition into retirement. You may have seen some of Tyson's articles published in ABC, NBC & Fox Affiliates. He writes about pension changes, interest rate increases, benefits, and more!

About The Retirement Group

The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.

Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.

Disclaimer

Disclaimer: The Retirement Group is not affiliated with nor endorsed by your company. We are an independent financial advisory group that focuses on transition planning and lump sum distribution. Neither The Retirement Group or Osaic Wealth, Inc provide tax or legal advice. Please call our office at 800-900-5867 if you have additional questions or need help in the retirement planning process.

The Retirement Group is a Registered Investment Advisor not affiliated with Osaic Wealth, Inc and may be reached at www.theretirementgroup.com.