02.11.25 Ask An Advisor With Wes Moss
Monthly Pension vs. Lump Sum: The 6% Test and Is the Market Too High To Keep Investing?
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Show Notes
Monthly Pension vs. Lump Sum: The 6% Test and Is the Market Too High To Keep Investing?
Should you take a monthly pension or a lump sum payout? That’s a tricky question, but fiduciary financial advisor Wes Moss has a simple rule that can help you decide. Also, is it better to invest when markets are high or low? Wes breaks down market records since 1950 and shares his perspective on why investing in an all-time-high market is more important to your money than you may think.
Plus, Christa shares your #AskWes questions and Wes gives his take.
All this and more on the February 11, 2025, Ask an Advisor episode of the Clark Howard podcast.
Pension vs Lump Sum Calculator - Clark Howard
Should You Take Your Pension in a Lump Sum or Monthly Payments?
Should I Take a $700,000 Lump Sum or a $4,200 Monthly Pension?
Submit your questions at clark.com/ask.
We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments!
Learn more about Wes: Wes Moss, CFP®
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