RETP059.docx
This article explains how Transition to Retirement pensions work and identifies three scenarios where this strategy might be used to great benefit.
If you’re nearing retirement age but don’t want to stop work entirely, another option might be to transition into retirement. For those over 60, Transition to Retirement (TTR) pensions are tax-free and TTR strategies can provide a number of benefits.
Let’s look at some options available to 62-year-old accountant, Brian. He works full time and is on an annual salary of $100,000.
To download and use this content, make sure you're logged in to the Library then hit the Download button.
No login details? Register here for full access.
Infographics are a great way to deliver information in an eye-catching format.
In addition to articles, the Financial Content Library has a range of infographics and social cards for you to use on your website and in your newsletters. They are perfect for sharing via social media.
We are offering a complimentary, professionally designed infographic for you to use copyright-free wherever you wish.
Ask (using the form) and you will receive!
Are you a qualified financial planner with hands-on experience and a passion for writing?
Yes? Click here to learn more about joining our writing team