Collecting the right pension is a big decision that can lead to millions of more dollars (or fewer) depending on what you elect.
This is a case study of a real client who has the option of:
$1M Lump-Sum
$5k/mo. with no COLA (Cost of Living Adjustment)
Other considerations:
- Peace of Mind
- Longevity
- Tax Situation
- Investment Approach
Ensure your strategy is holistic and that you aren't making these decisions in a vacuum.
Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Lead Financial Planner (Fiduciary).
Interested in a custom strategy to retire early? →
https://vwo3759x8i7.typeform.com/earlyretirement
Free Cash Flow Planner →
https://root-financial-partners.ck.page/d17cd2634f
Most Important Photos You'll Ever See If You Want To Have Success In Retirement → https://www.dropbox.com/s/40lis7bjblcqlwx/The%20Regret%20Gap.pdf?dl=0
FREE eBook: A Complete Guide To An Early Retirement → https://rootfinancialpartners.lpages.co/earlyretirementcompleteguide/
FREE eBook: Complete Guide to HEALTH INSURANCE to Retire Early → https://root-financial-partners.ck.page/749fadd4c5
PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM - https://www.instagram.com/earlyretirementari/
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📺 Watch my previous videos📺
🎬 5 Reasons To Retire Early Today
https://www.youtube.com/watch?v=F7Az2wj-HXI&t=52s
🎬 How To Optimize Portfolio Withdrawals
https://www.youtube.com/watch?v=j6JaQom9i6I&t=7s
🎬 Don't Hire An Advisor ONLY Because They're A Fiduciary
https://www.youtube.com/watch?v=VOnkPIaKVvc
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