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

403 How To Evaluate The Lump Sum vs Annuity Pension Option: Pros And Cons 17:46 Share

Sound Retirement Radio

Shownotes Transcript

403 How To Evaluate The Lump Sum vs Annuity Pension Option: Pros And Cons