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Pensions – Chris Boyd and Jeff Perry explore the various issues surrounding pension decision options. The in-depth dialogue starts off with a discussion a recent client was facing and how a range of factors influence what is best for each...
Pensions – Chris Boyd and Jeff Perry explore the various issues surrounding pension
decision options. The in-depth dialogue starts off with a discussion a recent client was
facing and how a range of factors influence what is best for each individual. At the 25-
minute mark the conversation moves to how the Massachusetts state and municipal
pension system operates and the variety of options available to retiring government
employees. Related subjects discussed are survivor benefits, life insurance, and how
everything best fits together in a comprehensive financial plan. Chris extends an offer
for a complimentary guidebook on special needs trusts.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
