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 

10 Year Treasury Rates

Barrons: Lump Sum vs Annuity

Society Of Actuaries: Annuity Factor Calculator

Forbes: Annuity Payout Rates

Kiplinger: States That Won’t Tax Your Pension

Social Security Life Expectancy Calculator

Society Of Actuaries Longevity Illustrator

YouTube: Lump Sum vs Annuity Spreadsheet