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Should I convert my Super to a Pension?
Manage episode 514968058 series 2391884
It's one of the most common questions in retirement planning — when is the right time to move your super into the pension phase?
In this episode, we unpack the pros, cons, and grey areas of converting superannuation to a pension. From tax implications and minimum drawdowns to defined benefit funds and surplus income, we explore when the default advice might not be the best fit.
Whether you're planning ahead, approaching retirement, or already enjoying it, this conversation will help you navigate one of the most important financial decisions you'll make.
411 حلقات
Manage episode 514968058 series 2391884
It's one of the most common questions in retirement planning — when is the right time to move your super into the pension phase?
In this episode, we unpack the pros, cons, and grey areas of converting superannuation to a pension. From tax implications and minimum drawdowns to defined benefit funds and surplus income, we explore when the default advice might not be the best fit.
Whether you're planning ahead, approaching retirement, or already enjoying it, this conversation will help you navigate one of the most important financial decisions you'll make.
411 حلقات
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