How these Benefit Companies
Should You Convert Remaining Payments to Lump-Sum
Using Lump-Sum to Purchase Annuity
Conclusion
Inside you will find over 10-pages prepared by us and complete with answers from knowledgeable financial practitioners, to the most asked Corporate employee retirement concerns:
What are the pros and cons to consider for lump-sum payment windows?
What this may mean for your employer.
Reasons to convert your payments into a lump-sum.
Determining whether to purchase an annuity.
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.
"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-Brochure 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?
Office Locations
South-West Regional Office
Austin, TX
Phone: 1-281-766-0747
Mid-West Regional Office
St Louis, MO
Phone: 1-314-858-9090
Southern California Regional Office
San Diego, CA
Phone: 1-858-404-8900.
Disclaimer: Securities offered through FSC Securities Corporation or Charles Schwab, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor not affiliated with FSC Securities Corporation. *We are not affiliated with or endorsed by your company or organization. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. The Retirement Group, LLC is registered to conduct advisory business in the following states: AZ, CA, CO, FL, ID, IL, IN, LA, MD, MI, MO, NE, NV, NJ, NY, NC, OK, OR, PA, SC, SD, TX, UT, VA, WA. Office of Supervisory Jurisdiction: 5414 Oberlin Dr #220, San Diego CA 92121 800.900.5867
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