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Personal Finance (Not Investing) • Re: Valuing state pension

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I am considering a job with a state pension. At 55 this pension would be worth 37k/yr with 8 yrs of service and 46k with 10 yrs of service. There is discounted medical care available at retirement price of 700-800 per month. There is a 3% automatic compounded annual increase. The pension is state funded and unfortunately funded in the 40% range.

I would work at this employer for the next 3-5 yrs (or more). How much is this worth on top of my salary? I am trying to compare to my current job to the future job.
I treat a pension as worthless until it's vested. If you quit the job before vesting you won't get any of the benefit.

Once vested, then it's subject to rule changes and formula changes for beneficiaries. Under funding can also be a problem. Maybe start there. Consider 40% of the value you expect to receive, then discount it back to the present.

Regards,

Statistics: Posted by retired@50 — Sun Jul 21, 2024 7:42 am



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