Episode Details
Back to Episodes#198 - Whether to take a pension as a lump sum or monthly payments
Published 2 months ago
Description
Andy discusses the pros and cons of taking a lump sum vs taking monthly payments for your pension, questions to ask yourself to help figure out if it might be better for you to take one vs the other, and other considerations to keep in mind in making the decision
Links in this episode:
- www.ImmediateAnnuities.com
- www.PBGC.gov
- Tenon Financial's April 2026 newsletter - Whether to take a pension as a lump sum or monthly payments
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com