403 How To Evaluate The Lump Sum vs Annuity Pension Option: Pros And Cons
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Show Notes
A common question we receive is whether it's better to choose the lump sum or the pension.
In today's podcast, I want to give you several of the things we are looking at when helping people make this decision about whether to take a lump sum or a pension.
In addition to the questions and framework for making this decision, I created a video that we will include in the show notes to show you how we use a spreadsheet in conjunction with the Retirement Budget Calculator to help us examine the decision about whether to take a pension or a lump sum.
Be sure to visit SoundRetirementPlanning.com episode #403 to watch the video and also get all of the articles, links, and resources mentioned in this episode.
Articles, Links & Resources Visit: https://soundretirementplanning.com/
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