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GE Employees & Retirees

Client Centered

We're experienced in guiding General Electric (GE) employees through the retirement process. We will help you evaluate your pension options and insurance benefits upon retirement.

  • Should I take a lump sum for the Voluntary Pension Account (VPA) or take it as a lifetime stream of payments? 
  • Does it make sense for me to build my Roth balance in my GE RSP?
  • How do I choose among my retiree health insurance and Medicare options?
  • Planning your cash flow: Should I wait to take Social Security? 
  • Discover how planning a monthly 'paycheck' from your accounts years in advance may keep your tax bill lower in retirement.

Our goal is to help you maximize your benefits now and when you leave the company, to help you get the most out of your years of work.