Pensions: Strategies & Recommendations with Nick DeVito, CFP
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Show Notes
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on pension plans.
In this episode, Mike and Nick talk about pension election options & survivor benefits as well as factors to weigh such as lump sum vs. annuities. This is a great episode for anyone with a pension plan.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.