Eleanore K. Szymanski: Retirement Money Decisions

Tuesday September 11, 2012
04:30PM - 06:00PM

Eleanore Szymanski, The Financial AnswerPlace.

Sept 11, 18, 25, Oct 2.
Leaving employment at retirement requires some major financial decisions, including

• Take a lump-sum or equity-type pension
• Begin Social Security benefits at age 62, 66, or later
• Delay taking pension until age 66 or later
• Factoring in required minimum distributions
• Replacing income from employment during retirement
• Choosing a joint/survivor pension with spouse
• Continuing and choosing medical insurances
• Continuing group life insurance coverage

Elly Szymanski is founder of The Financial AnswerPlace, and its Chief Answerperson.

Registration: $40. per person for four sessions.
Call 609-924-7108 to register.

Eleanore Szymanski, The Financial AnswerPlace.

Sept 11, 18, 25, Oct 2.
Leaving employment at retirement requires some major financial decisions, including

• Take a lump-sum or equity-type pension
• Begin Social Security benefits at age 62, 66, or later
• Delay taking pension until age 66 or later
• Factoring in required minimum distributions
• Replacing income from employment during retirement
• Choosing a joint/survivor pension with spouse
• Continuing and choosing medical insurances
• Continuing group life insurance coverage

Elly Szymanski is founder of The Financial AnswerPlace, and its Chief Answerperson.

Registration: $40.  per person for four sessions.
Call 609-924-7108 to register.