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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Pension vs. Lump-Sum Decision


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



Lump-Sum vs. Joint Survivor Pension Payouts



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

You'll Find out Much More in the Next 3 Sections!

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


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 seminars in the area.

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



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You May Like This Additional e-Book



"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 to 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 is important for you to review an offer carefully before accepting it to ensure that it is 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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