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.
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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.
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