LEOFF: PRE-RETIREMENT WORKSHOP

PENSION OPTION PLANNING

Watch a Full Interview with Ozzy Knezovich!

If you are married, when you retire from LEOFF, you have one of the biggest financial decisions you’ll ever make….

      What is the best method of providing a survivor benefit for your spouse?

         (Most married retirees take reduced survivor options to protect their spouse.)

Consider the Problems with that choice:

• Choosing the wrong option can cost you tens of thousands of dollars.
• Choosing a reduced option drastically reduces your post retirement COLA.
• Choosing the wrong option can disinherit your children or estate.
• Choosing a reduced benefit is a lifetime cost for the retiree with no equity or cash balance.
• You get no discount for this enormous cost for good health, non-smoker, or age.

Is there a better plan for you?

Watch a Replay of our most recent Workshop!

For Individual Free consultations or small group sessions, contact Peggy Lusk at: peggy@retirementnationwide.com for scheduling.

Or contact Jim directly at: 509-850-1150, jim@retirementnationwide.com