Episode Details
Back to Episodes#003 - Should I take my pension as payments or a lump sum?
Published 4 years, 4 months ago
Description
Discussion of the pros and cons, and a decision-making framework, in deciding between taking a pension as lifetime payments or a lump sum
Links in this episode:
- Life expectancy calculator - Living To 100
- IRS pension present value "segment rates" - here
- Pension Benefit Guaranty Corporation ("PGBC") website - here
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Newsletter - Retirement Planning Insights