10 Questions to Ask About Your Pension Plan

1. Will your monthly benefit cover your monthly living expenses?
2. What is the current value of your pension benefit?
3. Am I too young/old to start a tax deferred account?
4. Is your plan an "employer provided" or "personal" plan?
5. What figures are used to calculate your pension benefit payment?
6. How much of your pension is taxable?
7. What is the relationship between your pension benefit and Social Security?
8. Who is your resource when you have questions about the plan?
9. Is any part of my pension benefit "portable?"
10. If you leave this employer when fully vested, how do you access your benefit?

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