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Clayton, CA

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Phone (925) 673-0659
Price FREE
Age Suitability 18 and up
Category Libraries

Pension maximization

Wednesday, Apr 24 6:30p to 8:00p

Does your employer provide a pension? If so, this program is a must. When someone comes close to retiring they face what is called the "Pension dilemma." This is when a choice must be made about distribution and survivor benefits. Often people choose to take less for the trade-off of granting their spouse benefits should they die. Betty Lou Moglen will discuss how to plan for this dilemma and maximize your benefit while insuring continued benefit to survivors you, not your employer designate.

Created by dthomasccclib

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