The Pension Group

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The Pension Group The Pension Group offers pension planning, 401K, retirement, and income planning services

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https://bit.ly/3YoKm5c Investment advisory services offered by One Resource Group Wealth Management, LLC (doing business as "The Pension Group"), an Investment Advisor registered with the Securities and Exchange Commission (SEC). Content contained herein should not be construed as personalized investment advice or the offer for the purchase or sale of any security, insurance or other investment product. See full disclosure at www.thepensiongroup.com.

10/16/2026

RMDs can impact your retirement taxes. What’s your plan to minimize them?

“When you inherit retirement accounts, the calendar starts ticking.” In a recent meeting, our advisors sat with a daugh...
10/15/2026

“When you inherit retirement accounts, the calendar starts ticking.”
In a recent meeting, our advisors sat with a daughter who’d just received her mother's IRA and non-qualified annuity. We mapped out a few very different rules: 1) the inherited IRA must be emptied within ten years, 2) the non-qualified account can simply keep growing. By penciling in a steady annual withdrawal from the traditional IRA—rather than waiting until year ten—we shaved tens of thousands off her future tax bill and preserved flexibility for selling an inherited property down the road. The big lesson: each bucket plays by its own rules, and coordinating them early can make a life-changing difference. If you’ve just inherited assets, take time now to learn which clock is ticking.

I’m 18 months from clocking out for good—how do we replace my paycheck?” That was the big question a couple asked in our...
10/13/2026

I’m 18 months from clocking out for good—how do we replace my paycheck?” That was the big question a couple asked in our most recent retirement planning review. We connected the puzzle pieces: a city pension with a lump-sum option, a growth-oriented IRA, and Social Security still a few years away. The answer was a layered income plan—choose joint-life pension for security, roll the lump sum into a protected annuity, keep the IRA in an 80/20 mix for long-term growth, and let Social Security keep building until full retirement age. Bills covered, adventures funded, peace of mind intact. If you’re juggling multiple accounts, the order you tap them matters more than you think.

10/12/2026

Will your retirement plan last until you're 100? Let's prepare for longevity!

We had two great Seminars at Brio this week! We educated attendees on the most recent rate increase and impact on Lumsum...
10/10/2026

We had two great Seminars at Brio this week! We educated attendees on the most recent rate increase and impact on Lumsum Pensions, customized portfolio solutions, income strategies in retirement and more. Thank you for those that attended! Missed this event and want to attend our next one? Visit www.thepensiongroup.com to view our upcoming events.

Life insurance is one of the most straightforward ways to protect the people and things you care about most, and it’s mo...
10/09/2026

Life insurance is one of the most straightforward ways to protect the people and things you care about most, and it’s more accessible than most people think. Whether you’re just starting out,
raising a family, or planning for what you want to leave behind, there’s likely a solution that fits your life and your budget.
The best next step? A conversation. Reach out to schedule an appointment and let us help you find the coverage that’s right for you.

Social Security is not a “set it and forget it” decision. Once you begin receiving benefits, you generally only have a 1...
10/07/2026

Social Security is not a “set it and forget it” decision. Once you begin receiving benefits, you generally only have a 12-month window to change your mind—and you must repay every cent you’ve received to “reset” your future benefit.
As you look at the year ahead, the Social Security Administration (SSA) and recent tax legislation have introduced several key shifts that could fundamentally change your math.

10/06/2026

In Mike’s most recent show with NBC Financially Speaking, he shares why the 4% withdrawal rule for retirees is outdated and how to properly plan once you no longer have a paycheck.

Retirement is not just about reaching a number. It’s about creating a life that works for both people.Couples who approa...
10/05/2026

Retirement is not just about reaching a number. It’s about creating a life that works for both people.
Couples who approach retirement together often feel more prepared, more confident, and more
connected. Aligning goals, coordinating finances, and thinking strategically about income and taxes
can help turn uncertainty into clarity.
If you’re not sure where to start, working with a financial professional who understands both the
technical and personal sides of retirement can help you navigate decisions thoughtfully, as a team.

Give us a call at 614-423-4600 or visit our website at www.thepensiongroup.com

Do you really need long-term care insurance if you're still golfing every weekend?That was the question from a couple in...
10/02/2026

Do you really need long-term care insurance if you're still golfing every weekend?

That was the question from a couple in their late 50's this week. They could self fund but they wanted their retirement assets protected from the risk of LTC costs. We mapped out a strategy: redirect a portion of their IRA into a 10-year, pay-once-and-done hybrid policy. Day one, the policy offers more than three times the premium in tax-free long-term care benefits, growing 3 % a year. If they never need care, it simply passes to their kids as a life-insurance benefit. In ten years, the bills stop and peace of mind keeps compounding—no premiums hovering over their 70s and 80s.

You may be healthy today, but have you insured tomorrow’s what-ifs?

Address

700 Stonehenge Parkway Suite B
Dublin, OH
43017

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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