4b – Modelling Withdrawal Strategies

4. Finessing Your Retirement

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Lessons in this Module:

Introduction
1a – Understanding the Lifetime Allowance
1b – Mitigating The Lifetime Allowance Charge
2 – Maximising Allowances
3a – Securing An Income: Why?
3b – Securing an income: Methods
4a – Withdrawal Strategies
4b – Modelling Withdrawal Strategies
Final Thoughts

resources for this module

LINK Benefit Crystallisation Events LINK Protecting Your Pensions LESSON How Crystallisation Works LESSON Modelling The Lifetime Allowance LINK Annuity Comparison Tool