

How to get money out of your pension: Avoid the tax trap, annuities, drawdown, the 25% tax-free lump sum & more
6 snips Jul 8, 2024
Explore pension strategies like leveraging the tax-free lump sum for mortgage payments and maximizing contributions using carry forward options. Understand the difference between guidance and advisory services when making decisions about pension funds and learn about drawdown and annuities for retirement income.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 3min
Understanding the Difference Between Pension Guidance and Advisory Services
03:13 • 3min
Maximizing Your Pension Pot: Lump Sum, Tax Considerations, and Annuity Options
05:59 • 12min
Optimizing Pension Funds for Mortgage Payment
17:36 • 10min
Maximizing Pension Contributions and Tax Management
27:40 • 9min