Pension Case Study: Partial Lump Sum and Survivorship Options
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
Have you ever wondered how pension options are calculated? In this episode of Joe Knows Retirement, Joe shares a real-life Peak Retirement Planning client's case and the different options they considered with their pension, including the partial lump sum and the survivorship options. He breaks down the real numbers to show how they came to the decision that they did and how you can consider similar options with your pension.
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