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Intermountain Health Caregivers
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Nearing Retirement
If you’re nearing retirement, you may be wondering how changes to Intermountain Health’s pension plan will impact your plans. We have good news: Now that you’re fully in control of your retirement assets, you may be in a better position than you thought!
Peterson Wealth Advisors has extensive experience with Intermountain Health and the retirement benefits they offer. If you’ve saved $1 million or more for retirement – whether that’s in your 401(k), your defined benefit pension plan, or outside investments – we can create a retirement income plan that provides you with a monthly paycheck for the rest of your life.
Peterson Wealth Advisors has a deep understanding of:
Intermountain Health’s 401(k) plan
Changes coming to your pension plan
Maximizing your executive compensation
Your retirement health care benefits
Minimizing taxes of all your income sources
Intermountain Health Pension Plan Changes
For years, Intermountain Health has offered a defined benefit pension plan – a rarity in today’s world. Now, the company is making changes to the plan. As you’re nearing retirement, you need a clear understanding of how the dollars in your pension will be distributed to you, and how these changes could affect your plans.
Let’s talk about what your retirement from Intermountain Health looks like.
Schedule time for a complimentary Retirement Income Strategy sessions with one of our financial advisors who specializes in Intermountain Health employees.
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