McKinney Capital Management has a special niche in serving the needs of utility employees. Our advisors are familiar with the benefits your company offers. It is important that you understand your company plans to be able to maximize your benefits.
We help you understand:
- Lump-Sum vs Annuity Pension choices and which is best for you
- Why Lump Sum has been fluctuating over the past few years
- Pension discounts (penalties) for early retirement prior to age 60
- PPA rates and why they are important
- Rollover options available for your 401k
If you are within 5 years of retirement, you should be meeting with us to have your IPRO®. There is no better time that now, to put together your game plan for retirement. The most important years for your investments are the last 5 years you are working and the first 5 years of retirement. Click here and let's get started today.