Lump Sum OR Pension Annuity? Which is better for me?

by | Sep 19, 2022 | Retirement Annuity | 1 comment




A question we often get asked from retirees is, “Should I take the lump sum or pension annuity?” Everyone’s situation is unique, so it is important to calculate your probability of success to evaluate which option is best for you. It can be confusing when you are looking at lump sum numbers versus pension annuity amounts. Let us help you sort through what each means and what situation is best for you.

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