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.