For many people, a pension represents years of dedication, hard work, and a promise of future income. But when retirement gets closer, questions often start to come up.
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When should I start my pension?
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Which benefit option makes the most sense for me?
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How will my decision affect my spouse or family?
These are important questions, and they are worth understanding before retirement arrives.
A pension review can help you take a closer look at your benefits, understand your options, and feel more confident about the decisions ahead.
Pension Confidence Quiz
Have you ever wondered how well you understand your pension options?
We created a simple Pension Confidence Quiz to help you see what you already know—and identify questions you may want to explore before making an important retirement decision.
It takes about 2 minutes to complete and can give you a better sense of where you may want to learn more before making your pension decision.
A Conversation Can Help You Understand Your Options
GUIDANCE YOU CAN TRUST
You've spent years earning your pension. Taking a little time to understand your options can help you feel more confident about the decisions ahead.
Your employer can explain the pension choices available to you. Our role is to help you understand how those choices work with the rest of your retirement picture—including Social Security, retirement savings, investments, and your personal goals.
If you'd like to talk through your options before making a decision, Jeff Pickering and the team at Penny Lane Financial are happy to help. Schedule a complimentary pension analysis and get answers to your questions in a relaxed, no-pressure conversation.
Frequently Asked Questions
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CONTACT US
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1804 W Union Ave, Suite 202, Tacoma, WA 98405
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253-327-1177