INTRO – STEP12

Pension Life Stage Choices

We are now at the process to review the performance of a illustrative selected pension account:

1.Monitoring the performance of a balanced pension fund;

2.Discuss Lifestage differences in allocations and rates of return for conservative, balanced and aggressive portfolio relative to your age and years of employment in the workforce;

3.Comparing your investment drawdown account versus the annuity pension choice;

4.Walk-through a couple of different retirement calculators to project some possible estimated amounts to expect for retirement.

Podcast #1 – Part 1 Pension Life Stages

Podcast #2 – Part 2 - Pension Annuity - Drawdown Comparison

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