1-800-562-8019
Questions? Contact us!
Phone: 800-562-8019, 704-924-7400
Fax: 704-924-9387
Email: jthartline@gmail.com
If you are beginning to study your retirement payout options, you should know that any choice you make other than the Maximum Single Life Option could cost you thousands and thousands of dollars over your retired lifetime. The ‘Joint & Survivor’ payout options provide continuing income to your beneficiaries should you die before them, but the State Retirement System takes the ‘cost’ for this option from your payment…and grossly overcharges for this benefit.
Looking at examples from the NC Retirement System, we generally see a reduction in retirement income in the range of 18% to 23%.
If you can afford that, fine. But if you would like to choose the Maximum Payout Option, PLUS provide income for your beneficiaries, our Pension Maximization Plan could make good economic sense for you.
Complete the Request Form and let us see if the plan works for you.
Or call us: 800-562-8019