Utility Employees
Utility Employees
If you work for a utility company, you might have some benefits that are a little unique. For example, you might still be able to contribute to a pension fund that you can draw on when you retire.
That’s great news!
However, there are a few things you can do to take your retirement planning a step further. That’s where we can help.
Creating a Financial Roadmap
You have your pension plan. Now what?
Together we’ll go over other options such as:
- The backdoor Roth IRA
- The ability to withdraw money at age 59 ½
- How your Social Security benefits play a part in your retirement plan
CLICK HERE to make an appointment and we’ll get started!