Pension Decisions and Lump Sum vs. Annuity?

85 votes

Guiding clients through the decision when they have pension options. Could include framing with desired total income and other sources such as social security; rollover (partial or full) options vs. taking annuity; rollover to investment or insurance based account; taking annuity from pension plan vs. an outside annuity; also evaluating various annuity options (life-only, 100% J&S, etc.) in light of household makeup and expected lifespan.

Done Suggested by: Sean Cook Upvoted: 07 May Comments: 1

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