FAI-Pension Analysis

Derive the maximum from your pension.

Your pension could be your most valuable asset, so shouldn’t you make the most of it? If you or your partner qualify for a pension, it’s smart to consider your options before electing any distribution option. Pension plans are designed to provide retirement income to employees who are vested or have worked long enough to qualify, but they can be complicated and riddled with changes that add to their complexity. There’s a lot to consider when it comes to your pension benefits, such as:

  • Should you take your pension as a lump sum or as an annuity?
  • In a buyout situation, should you take it or wait for a better deal?
  • When should you start your pension?
  • What type of survivor option should you choose?

The choices may seem perplexingbut they don’t have to be.

You can rely on FAI Wealth Management to cut through the complexities. Our helpful, dedicated advisors will analyze your specific offer within the context of your entire situation to determine how it will integrate with your current needs as well as your future retirement goals. We provide streamlined guidance and clear-cut information to enable you to make the best financial decisions and gain the full advantage your pension has to offer.

Recent News

Recent News

Webinar: Thinking of Moving in Retirement?

Webinar: Thinking of Moving in Retirement?

10/28/2019 12:00:00 AM EDT
2 weeks ago

November 13, 2019 | 11am

Thinking of Moving in Retirement? 

Many of our clients contemplate moving as they near retirement. Join us for our November 13 ...

529 Plans: Here’s What You Need to Know About Saving for College

529 Plans: Here’s What You Need to Know About Saving for College

10/27/2019 12:00:00 AM EDT
3 weeks ago

Sending your children to college can be a stressful time.

For some, this may be your child’s first time away from home. This period ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/28/2019 12:00:00 AM EST
FAI's Office is closed due to the Thanksgiving holiday.

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2019 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...