As many educators approach retirement, they find that reviewing their pension options and deciding what to do is not as simple as they thought it would be.
* If I take the AAI buyout does that mean I will get less money overall?
* What happens to my pension if I should pass?
* Is it better for my beneficiaries if I take one over the other?
* Is taking less of a cost of living increase going to leave me worse off?
Deciding whether to take the AAI buyout is a huge decision that will have an effect on the rest of your financial life. Having an advisor do a financial analysis for you is a great way to factually verify the decision that best aligns with your needs. Every situation is different and we would love to help you get to the bottom of yours. Contact our office today at 847-852-1420 to set up a pension/AAI buyout consultation.
