In this video, you'll learn the difference between taking your pension as an annuity vs. electing it as a lump-sum so you can determine what may make most sense for your individual situation.
Learn the tips & strategies to create your secure retirement.
⏰ TIMESTAMPS
00:00 - Introduction
1:35 - Maximizing Lifetime Payout
2:21 - Comparing Withdrawal Rates
4:12 - Example
7:57 - Lump Sum Withdrawal Rates
10:01 - Risk Tolerance
12:47 - Avoiding Annuity Option (is that smart)?
15:26 - Social Security Impact
16:33 - Legacy Goals
17:00 - How Your Pension Impacts Your Overall Strategy
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1 июл 2024