63 With a Pension? Don't Assume the Survivor Option Is Best

Work with me: https://cravitzfinancial.com/get-star... 00:00 The $650 Pension Decision 00:47 Meet Sam and Sally 01:10 The Two Pension Options 02:19 What Sally Loses If Sam Dies First 04:49 Is the Survivor Option Always Right? 05:22 The Life Insurance Alternative 07:57 Risk Tolerance vs. Risk Capacity 10:19 The Roth Conversion Window 12:06 The Coordinated Plan, Step by Step 13:57 Three Questions Before You Decide CONTACT ☎️ Website: https://CravitzFinancial.com/ Phone: 714-462-9155 Email: Ryan@CravitzFinancial.com