#003 - Should I take my pension as payments or a lump sum?

Retirement Planning Education, with Andy Panko
14/01/2022 39 min
#003 - Should I take my pension as payments or a lump sum?

Listen "#003 - Should I take my pension as payments or a lump sum?"

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Episode Synopsis

Discussion of the pros and cons, and a decision-making framework, in deciding between taking a pension as lifetime payments or a lump sumLinks in this episode:Life expectancy calculator - Living To 100IRS pension present value "segment rates" - herePension Benefit Guaranty Corporation ("PGBC") website - hereFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights

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