Pension Analysis

Planning your retirement means understanding what you own and how it fits into your retirement picture. While pension plans have become rare in the benefit marketplace, some people still have a pension account. Some employers may offer both defined benefit (like 401(k) and 403(b), for example) and defined contribution (like pension, for example) plans.

If you have a pension, it’s likely you’ll have to make decisions regarding how it is distributed. Understanding how much you’re vested, and when, will have ramifications on when and how much you’ll withdraw.

Annex Wealth Management’s Financial Planning Team will analyze your pension plan, if you have one, and explain how it might fit into your retirement. Often, a financial plan will factor pension distributions into overall tax planning.

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