S&D Capital | Planning to Retire from Mercy?

Planning to Retire from Mercy?

As you look at your retirement options from Mercy Bon Secours, look to S&D Capital to be your partner in helping you sort through all your options. S&D Capital has helped employees retire from Mercy for many years.

S&D Capital has worked with all facets of the retirement options at Mercy.

We have and continue to help people sort through their pension options, 403(b) plan details, and help clients develop an income strategy so they can retire on their OWN terms. Over the years the options that Mercy has offered have changed several times, and the pension plan access and information can be hard to decipher of what options you have. S&D Capital has been right there helping employees look at their entire picture and examining how best to maximize all the benefits offered by Mercy.

Items to consider when examining your retirement from Mercy:

• Pension Plan Options - lump sum, monthly annuity, survivor benefits
• 403(b) Plan Details with Fidelity- pros & cons of staying with Fidelity. S&D Capital can work directly with Fidelity
• Income Needs Analysis- this is crucial to determine if you can retire comfortable
• Tax Planning During Retirement- analysis of what your tax rates will look like based on income sources
• Healthcare Coverage – knowing your options when you retire

    We can help you navigate your pension payout with just a short phone call.

    Provide your contact information below and one of our team members will be in contact with you.


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