Retirement Planning
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Sheila and John S from Oakville met with an advisor to discuss their options for taking a company pension or commuting the pension to self-managed investments when they retire in a couple years. The advisor explored what retirement would look like for them, if additional employment would be needed if they commuted the pension, and other factors to consider like risk management strategies. The clients appreciated the advisor's time and expertise to help them decide between the options, though a final decision is still pending.
Retirement Planning
- 1. Sheila and John S from Oakville have to make a decision in a couple of years on whether to take a company pension or commute the pension to self-managed investments. While fairly knowledgeable about the options, they appreciated the time that I made to meet with them in the company of a senior advisor who has experience with similar clients. We explored what retirement would look like, if other employment would be necessary after commutation to ensure the investments would be sufficient for the long term, and other factors to consider, including risk management strategies. The decision is still pending but the clients are relieved to know that I provide professional advice.