Bermuda Islander - Step 12
Updated: Feb 01, 2021 09:14 AM
INTRO – STEP12
Pension Life Stage Choices
We are now at the process to review the performance of a illustrative selected pension account:
1.Monitoring the performance of a balanced pension fund;
2.Discuss Lifestage differences in allocations and rates of return for conservative, balanced and aggressive portfolio relative to your age and years of employment in the workforce;
3.Comparing your investment drawdown account versus the annuity pension choice;
4.Walk-through a couple of different retirement calculators to project some possible estimated amounts to expect for retirement.
Podcast #1 – Part 1 Pension Life Stages
Podcast #2 – Part 2 - Pension Annuity - Drawdown Comparison
Click here to download the pdf
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Published February 01, 2021 at 9:14 am (Updated February 01, 2021 at 9:14 am)
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