Pension Changes

If you are over the age of 59, and you have a pension plan, your lump sum benefit may drop by 20% on January 1, 2023.

You worked hard to earn your benefits — KNOW YOUR OPTIONS before it’s too late. Watch this brief video to learn more!

Like you, we do what is in the best interest of those we serve. We listen to you, work to understand your goals and recommend what we believe is best.

Let the experienced team at Carr Financial help you. Call us at 508-795-0264 to ask your questions or, if you wish, to schedule a virtual meeting or a visit to our office.

Thank you for all you do. Be safe and be well.

Forbes Selection Methodology

Contact

Phone: 508-795-0264

Fax: 508-422-0100

20 Park Avenue
Worcester, MA 01605

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These materials have been independently produced by Carr Financial Group (“CFG”). CFG is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. CFG provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will affect transactions for your account on our instruction.

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Important Disclosures