Taking the Lump Sum Option is a big decision when planning your retirement income. How will this decision impact your retirement income? How do you know the Lump Sum Option, rolled over to an IRA is a better option than simply taking the monthly pension benefit? How will it impact my future Roth Conversions? Will Inflation erode the pension income over time ? Does it matter how long I live? What investment portfolio returns need to be achieved? This video discusses how to analyze the decision to take the pension lump sum rollover over to an IRA option vs. the monthly pension using a free calculator….(read more)
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