Retirement Planning – Post Retirement

Choices available will include:

  • A tax free lump sum
  • A taxable lump sum
  • An income (pension) for your lifetime – also known as an annuity
  • An income (pension) for your dependents on your death in retirement
  • Investing in an Approved Retirement Fund (ARF) and/or Approved Minimum Retirement Fund (AMRF)

The retirement option that is right for you will depend on many factors including:

  • Your age
  • The size of your retirement fund
  • The level of income you and your spouse / civil partner / dependents will need during your retirement years
  • The amount of other assets, apart from your retirement fund, that you have to fall back on
  • Whether investment growth or security is more important to you during your retirement years
  • Whether you wish to pass your retirement fund on to your dependents
  • Your current state of health
  • Which employment category you fall into and the type of pension plans you currently hold

Did you know?

 State Pension is currently only €248 per week. The current age at which you will receive the State Pension is 66, and is likely to be pushed out.


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Life Events we can help you plan for

Find out how well your finances match your lifestyle needs

Contact Us

Altamount Street,
Co. Mayo. 
T: (098)29969