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Pension Law

Social Security, IRA’s, 401k’s, 457b’s, annuities, and defined benefits are all forms of pensions for people who are eligible at retirement. These pensions form a tangled web where many people are caught not knowing what and when benefits are available.

Common Pension Law Questions

  1. When should I start taking my Social Security Retirement benefit? Should I begin my benefit at age 62, at my full retirement age, or at age 70?
  2. Can I continue to work and receive a Social Security retirement benefit?
  3. At what age can I begin receiving distributions from my IRA? What is the difference between distributions from a Roth IRA and a traditional IRA?
  4. When can I take a distribution from my 401k without paying a tax penalty?
  5. Is there a penalty for taking an early distribution from my 457b account?
  6. Should I purchase an annuity with the cash value that I have built up in my life insurance policy?

Mike’s years of experience with all these plans provides clients allows him to provide sound guidance on the best options available to them.

Questions About Pensions? Contact Us Today!

Public Pension Advisor

Mike has advised public pension plans as both an attorney and a hearing officer. Public pension plans have relied upon Mike’s advice on benefits and plan administration issues to maintain their tax qualification status.

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