Pension Portfolios "The IRA Rollover Specialists"

Pension Portfolios educates employees that are retiring from such companies as Verizon, SBC, Edison, AT&T,  MTA, Boeing, 3-M, Northrop, Southern California Gas Co. and Kaiser Permanente.  Pension Portfolios has help individuals transition into retirement for over 23 years.

The representatives of Pension Portfolios can help you answer these questions:

  • How much do I need to have saved to actually retire?
  • How much can I withdraw?
  • How can I take income and avoid penalties if I am under 59 1/2?
  • What is 72(t)?
  • How do you calculate 72(t)?
  • How can I help lessen the overall risk of my principal?
  • What is portfolio *diversification?
  • Should I plan to work part-time?

Your IRA rollover check may be your largest paycheck ever and you can't ask too many questions.  Schedule a meeting today with one of our financial advisors.

72(t) programs are complicated and are not appropriate for all investors.  It is recommended that investors seek the advice of a professional tax preparer prior to setting up distributions to determine suitability.  Once established, changes or modifications to a 72(t) program may incur severe penalties from the IRS.  72(t) distributions from a qualified plan are still subject to normal taxation.  Investors should note that distributions taken under a 72(t) program may be subject to surrender charges and/or early redemption fees based upon the type of investments held within the qualified plan. 

*Diversification does not assure a profit nor protect against loss.