407-937-0707
Monday - Friday 9 a.m. - 5 p.m.
1091 W. Morse Blvd., Suite 200
Winter Park, Florida, 32789
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Strategic Pension Management
The client was retiring from LMCO after a successful 30+ year career and sought the best pension payout strategy to maximize benefits for him and his spouse.
Nearing Retirement – Tax Efficient Income Planning
We have been diligently working on a plan with the client to produce sufficient capital for income bridging from her retirement date until she claims Social Security in order to maximize her SS benefits.
Nearing Retirement, Tax Efficient Income Planning
Our client has worked with Lockheed Martin for decades and will receive pension payouts when he retires. As he nears his retirement date, we are working together to determine how to maximize his pension payout, as he has six payout options to choose from to best benefit him and his wife.
Efficient Withdrawals
Our client retired from Lockheed Martin Corporation LMT in early January 2020, just before the pandemic, and held over 200 shares of LMT stock in his company 401(k) with a cost basis of approximately $30.9k.
Pre and Post Retirement Planning for Efficient Withdrawals
Our client began working with Financial Harvest Wealth Advisors in February 2022, one year before her planned retirement.
