Intermountain Health Caregivers
Calculate Your Intermountain Health RetirementLet’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.
Use the CalculatorIntermountain Health Retirement Education
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 session with one of our financial advisors who specializes in Intermountain Health employees.
Book now