Description
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 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? 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? Retirement Calculator
I can’t believe it—I’ve officially hit the big 5-0! I was pretty sure my wife would have taken me out long before I made it this far. Not only am I still here, but in a few months, we’ll be celebrating 28 years of marriage. To mark this milestone birthday, I decided to write a list of things I’ve...
Published 11/17/24
One of the top concerns we're hearing from clients regarding retirement planning and investment management is the potential impact of the upcoming presidential election on their investments. In today’s podcast episode, I want to provide some historical context by looking at what has happened in...
Published 10/23/24