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      Home > Retirement Plans


Retirement and Pension Insurance Benefits in Kentucky, Indiana, Ohio, and Tennessee

No matter what your age, gender, or marital status, it is not too early to start thinking about retirement. In fact, sooner is better. There are many important things for you to know about yours and/or your spouse’s retirement plan.

  • Do you for example have a pension or retirement plan at your place of employment and are you eligible?
     
  • How much will your pension or retirement plan be worth when you retire, and will that amount be enough to maintain an acceptable lifestyle?
     
  • If you change jobs, what happens to your retirement benefits? Can those benefits be rolled over into an IRA, or cashed in? What is the best course of action to take in securing your benefits?
     
  • If you retire early, what happens to your retirement benefits with your employer?
     
  • Will pension benefits be reduced by Social Security or Vise Versa?
     
  • If you are a single working woman or become a widow, will you have enough in your retirement to be secure when you retire?
     
  • If you are self-employed do you have a long term retirement plan? What are you eligible for?
     
  • What’s the difference between IRA’s 401Ks and annuities? How do you invest in these, an how much? Are they tax deferred?

Whether you are an individual or employer, these are all important aspects to consider for retirement. If you’re an employer, retirement plans are an important employee benefit that may make the difference in whether or not your company is able to attract and retain quality employees. The Benefit Source can help both the employer and individual select the best retirement and pension plans for them.