Episode 11: How to Make the Most of Your Pension
While pensions may not be as prevalent as they once were, if you have one, you probably want to make the most of what you’re getting from it. After all, your pension will be one of the biggest decisions you’ll ever have to make, and you want to make sure you get it right.
That’s why, today, David Pulcini sits down to dive into the world of pensions and what you need to know to take yours in a way that will benefit you. He explains what a pension is, how it differs from a 401(k) and 403(b), and how to avoid common pension mistakes.
In this episode, you’ll learn:
- Why the pension landscape is changing
- What you need to consider when taking your pension
- How pensions are typically calculated
- Ways your pension can fit into your retirement picture
- And more!
Tune in today for your crash-course on pensions!
Resources: Connect with David on Linkedin | SixPoint Financial Partners | Rochester Regional Health Pension and Defined Benefit Plan Class Video | NYS Teacher/Employee Pension Video
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
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