For anyone with a pension, understanding your plan’s various facets is imperative to successfully planning your retirement. In this video I explain pensions and their significance in retirement planning, highlighting three essential considerations for pension holders as they prepare for retirement: liquidity, taxes, and the Social Security Windfall Elimination Provision.
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Chisholm Financial Planning & Investments is owned by Jenny Logan and is a registered investment advisory firm regulated by the Securities & Exchange Commission in accordance and compliance with US securities laws and regulations. Chisholm Financial Planning & Investments does not render, or offer to render, personalized investment or tax advice through any videos or other content on any social media platform to include YouTube. The information provided in these videos is provided without compensation and for informational and educational purposes only and does not constitute financial, tax, investment, or legal advice.
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