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Intermountain Health Caregivers
Calculate Your Intermountain Health RetirementDisclaimer
Peterson Wealth Advisors has experience helping retiring healthcare professionals from a variety of healthcare organizations prepare for retirement. However, we are an independent financial advisory firm and are not affiliated with, employed by, endorsed by, or compensated by any healthcare organization.
Let’s navigate your changing retirement benefits together
If you’re nearing retirement, you may have unique questions and concerns related to the freezing of the Intermountain Health pension. 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 significant experience helping healthcare professionals understand and plan around the retirement benefits available to them. 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 Healthcare Retirement Income Calculator
Let's navigate your changing Intermountain Healthcare pension plan together.
In just minutes, you can use this calculator to view projected savings and get a simple income estimate that factors in other sources of income you expect in retirement.
Intermountain Health Retirement Education
When Should You Take Action on Your Pension? – Timing Your Intermountain Health Decision
Carson Johnson, CFP®, CRPC™, NSSA™
Lump Sum or Monthly Pension? – A Deeper Look at Your Intermountain Health Decision
Carson Johnson, CFP®, CRPC™, NSSA™
For years, Intermountain Health has offered a defined benefit pension plan – a rarity in today’s world. Now, the company is sunsetting this 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. We've pulled together everything you need to know about your company's retirement plans in these resources.
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.
