If you are about to retire, a professional meeting with a retirement planner is a must. If you are over the age of 60, even if there is no retirement planned in the near future, we recommend having a meeting on the subject with a retirement specialist.
In this area there are many details that are not clear “to the ordinary citizen.” Let us give just one small example of this, Contrary to popular belief, you can at retirement age start to receive your pension and continue working. In some cases, (in pensions from old plans) non-withdrawal of the pension from the moment it can be taken, can result in the loss of a lot of money.
Here, at Segal Insurance & Finance, we will be happy to perform this test for you at no charge If you are interested in having this test done for you, please contact us.