What do I do with that pension?
Submitted by Brookhaven Wealth Management on November 7th, 2019
Have a pension distribution or buyout decision to make, and perhaps not a lot of time to make it? There's a lot to consider. What distribution options should you take? Should you take a lump sum and invest it in the market or acquire a personal pension? Should your health factor in, your life expectancy, or what about the stock market and its valuations and long term expected returns?
Its important to work with a financial advisor that can run the analysis and with your input help guide you to the decision that fits your circumstances. Often times it may result in a multitude of strategies being considered instead of an all or none approach. If you have a pension decision to make and would like our assistance use our online calendar below to schedule a time to talk or meet. We'd be happy to listen and see if we can help you figure out the best path to take.