Choices at Retirement

Dave and Sheila had some important choices to make about how to take the benefits from their various pension plans. Should they take the tax free cash on offer? How should they convert the remaining funds into an income?   "The choices we faced were, to say the least, complex. Fortunately Blackstone Partners were able to explain those choices in a clear way that we both understood."  

This is an example of the type of scenario that typically faces a client, and doesn’t represent any specific individual.