Waypoints

Waypoints

Pension Maximization

There is no cookie cutter solution, everybody's situation is different - the common denominator is taking the time to understand what fits your situation best.

Eric Jorgensen's avatar
Eric Jorgensen
Mar 11, 2016
∙ Paid

You may hear, or have been told, to take advantage of something called "pension maximization" - especially if you're a Federal employee. So what does this mean?

Traditionally those receiving pensions have the option to take a reduced benefit to provide a continuing benefit for a surviving spouse and/or family member. Pension maximization involves purchas…

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