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Pension Maximization
Published: March 4, 2022
Tracking Code: 70060
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer

Many clients are trying to make pension decisions for the future now. This can be especially tricky if they are trying to figure out whether to take a single life benefit or joint/survivor benefit annuity payout option from a defined benefit plan. This pension max overview can help.

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