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.
Jason’s new book is now available exclusively on Amazon.
Retirement Calculator – How Much Money Do I need To Retire?
Articles, Links & Resources:
IRS Minimum Present Value Segment Rates
Not Covered By The Pension Benefit Guarantee Corporation
Society Of Actuaries: Annuity Factor Calculator
Kiplinger: States That Won’t Tax Your Pension
Social Security Life Expectancy Calculator
