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Ep 38: Pension Lump Sum or Monthly Payment?
Pension lump sums are higher in 2020 than 2019. But which should you prefer? Listen to Kevin discuss how to financially evaluate the decision as well as what research shows retirees prefer.
Whether you have a pension from your company or not, you'll benefit from this episode. Why? Anyone can invest money with an insurance company and receive a lifetime income in the form of annuity payments. So these considerations are universal in crafting your retirement plan.
Company pension plans specifically discussed include Akron Children's Hospital, FirstEnergy, Goodyear, Mercy Health, and Rockwell Automation.
Useful Info:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-TWD-PLAN or 855-893-7526
View all episodes
By Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
4.4
2626 ratings
Pension lump sums are higher in 2020 than 2019. But which should you prefer? Listen to Kevin discuss how to financially evaluate the decision as well as what research shows retirees prefer.
Whether you have a pension from your company or not, you'll benefit from this episode. Why? Anyone can invest money with an insurance company and receive a lifetime income in the form of annuity payments. So these considerations are universal in crafting your retirement plan.
Company pension plans specifically discussed include Akron Children's Hospital, FirstEnergy, Goodyear, Mercy Health, and Rockwell Automation.
Useful Info:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-TWD-PLAN or 855-893-7526
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