Should you lump-sum your pension or take periodic payments? What about survivorship options? And how do you determine the best age to take your pension? Many pensions have a myriad of options to choose from... How can you decide which option fits both your goals and retirement plan? We tackle these questions and more in this week's Wealth Wednesday. - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: 🏆 Join our 'Retirement Mastery' Facebook Group: 📈 Talk with us about your retirement plan here: 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at ... ( read more
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)