403 How To Evaluate The Lump Sum vs Annuity Pension Option: Pros And Cons

Published: June 26, 2023, 10:33 p.m.

b'

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\\xa0 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/

We\'re on YouTube!

Are you DIY?\\xa0 Be sure to check out the Retirement Budget Calculator

LET\'S CONNECT:


Facebook
LinkedIn
Website


Buy Jason\'s New Book: How Much Do I Need To Retire? \\xa0Retirement Calculator\\xa0

\\xa0

'