Broker Check

Get a retirement on your own terms.

Speaking with an experienced professional will ensure you have the important questions answered. 

1. Money - Know which option will yield the most money

Clear understanding of which option is yielding the most money in the short & long term is essential.

2. Age - Know your retirement age

Determine if the buyout amount is worth the money you could get working until retirement age.

3. Taxes - Understanding tax implications

Find out how the buyout offer, incentives or bonuses are taxed.

4.  Inflation - The impact of inflation

Money used today will not buy nearly as much in 30 years.

5. Healthcare - Know your coverage in retirement

If you retire under 65, the costs of coverage for yourself & your family may be higher than if you retired later.

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