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Welcome
Verizon and Idearc Employees!
Click Here for: Making Sense of Lump Sum, part 2
Click Here for: Making Sense of the Lump Sum, part 3
Can I retire yet? Click Here for a Retirement Income Plan
Click Here for: 30 year bond rates, useful in Pension Payout estimates.
We did our first educational seminar for Bell Atlantic in 1998. Back then, it was the 6+6 enhancements and the Founder’s Grants. Through the years, the changing face of the Telephone Company has coincided with ongoing “Packages” for employees to take advantage of Early Retirement.
Now, the phone company has morphed into Verizon Wireless and FIOS services, the Yellow Pages are an independent company called Idearc, and many of the land lines have been sold off to Fairpoint Communications. Still, long tenured employees take with them some of the best retirement resources available.
If you’re trying to make sense of these changes and how they affect your retirement, we’d love to help. Taking apart the complexities of a retirement package may be an anxious endeavor for many, but for us, it’s a challenging puzzle. A puzzle where the solution is capturing the very best outcome from the Company, the IRS, and the Investment Markets, all to the benefit of our clients.
We urge you to call us. For qualified pre retirees, we’ll sit with you and prepare a Retirement Income Plan that will illustrate the pros and cons of different decisions. You’ll get projections dealing with when you can retiree, how to maximize your Pension distribution, what you can expect from your 401k funds, how much you can spend in retirement, and much more. All free and without obligation.
Click one of the 5 links above to explore some of the basic decisions you’ll be making; Should you take a monthly Pension Annuity, or should you take a lump sum?, When can you stop working?, and most recently, How will an Idearc bankrupcy filing affect your ability to receive a pension payout?
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