Most Popular e-Book For
Corporate Employees

We Are Here To Help You Understand Your Retirement Benefits, Better!

"Lump-Sum vs. Annuity"

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Core Topics

 
 
 

CHAPTER 1

Pension vs. Lump-Sum Decision

CHAPTER 2

Calculating the Internal Rate of Return
(IRR) of a Lifetime Pension

 

CHAPTER 3

Lump-Sum vs. Joint Survivor
Pension Payouts

 

CHAPTER 4

Pension Maximization and Evaluating
Pension vs. Lump-Sum Trade-Offs

 

CHAPTER 5

Determining the Size of
a Pension Lump-Sum

What's in the e-Book?

Table of Contents

Educational Topics

Confront Major Concerns

Confront Major Concerns

Make Well Informed Decisions

Make Well-Informed Decisions

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What You Will Learn

After downloading your complimentary "Lump-Sum vs. Annuity" e-Book, you will be able to decide how we can help you

Inside you will find over 20-pages prepared by us and complete with answers, from knowledgeable financial practitioners, to the most asked Corporate employee retirement concerns:

    • Reasons not to take the lump-sum pension payout.

    • How you can potentially recreate a paycheck in retirement.

    • How interest rates potentially affect your pension lump-sum payout.

    • How to minimize taxes and penalties during the retirement planning process.

We are a group of financial professionals who focus entirely on Corporate retirement planning, the design of retirement portfolios for the transitioning Corporate employee, and education through online classes for Corporate employees.

It is so easy to get started.

In-The-Media Today:

Watch This Informative Video Concerning What You Can Expect When Claiming Your Social Security Benefits

 

 

Just fill out the form above to get your e-Book
or schedule a phone meeting with us today

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You May Like This Additional e-Book

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"What to do With an Early Retirement Offer?"

Prepared By The Retirement Group

In today’s corporate environment, cost-cutting, restructuring, and downsizing are normal parts of business operation. Many companies offer employees early retirement packages that encourage them to leave. This is generally done to encourage voluntary departures when the organization is looking to reduce headcount. While many early retirement offers seem attractive at first, it's important for you to review an offer carefully before accepting it to ensure that it's indeed a “golden” opportunity. 

This e-Book is for Corporate employees who need immediate answers to their retirement concerns:

  • What are the payout options available to you?

  • Can you afford to retire early?

  • If I decide to refuse early retirement, what can I expect from my employer?

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