your retirement plan is ending soon.
If you had a retirement plan with Voith, your retirement plan is terminating soon. You’ll have until the end of February to choose what to do with your money. Annex can help.
Voith US inc. is ending the Voith Paper Retirement Plan through a plan termination process. If you have money in the plan, you need to make a decision about your account by February 28. Annex Wealth Management can help.
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First, Understand Your Options
You can take a lump-sum payment of the entire value of your benefit
You can elect to have the entire value of your benefit be placed into a monthly annuity.
You can rollover the entire value of your benefit into an IRA.
Next, get a pension analysis from the retirement team at Annex.
Let’s talk about where you are and your goals for your savings and retirement. We’ll review your savings, take a look at your payout ratio, and help you make the decision that’s best for you.
*Remember, Annex Wealth Management is a fee-only registered investment advisor. We are required to act in your best interest, not our own.
You’ve got to the end of this month to make a decision. Let’s talk. Set up a sales-free, hassle-free consultation today.
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