What do I do with that pension?

Chris Cosenza |

 

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.