Should I Take My Pension In Payments Or As Lump Sum?

by | Aug 5, 2022 | Retirement Pension | 29 comments

Should I Take My Pension In Payments Or As Lump Sum?




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29 Comments

  1. AdamantiumBladeComicsCollectibles

    Depends on what age you begin to draw on that pension. In the example of peace officer hired at a certain period of time they can start drawing their pensions at 50 years and they COLA increases as well. If you live until 75 the amount you've drawn from the pension is much more than what they offer as a payout.

  2. moblack

    I just got notified that I Can take a lump sum from a pension I was in at a previous employer. I didn't even know I qualified but I've decided I will roll it over into my IRA with my Broker. The monthly amount I can get now isn't worth it to me.

  3. Magic_Fruit_Bat

    There are plans that allow you to take a set range of the lump sum amount ($10-$50k), and the individual will still receive a monthly 75% joint annuity payment for the primary and spouse. This will allow some to play both sides of the fence. Have that lump sum directly rolled over to a traditional ira; while receiving a slightly reduced monthly annuity for the rest of their lives.

  4. Fred Systra

    It all depends on circumstances of the pension

  5. EDWARD DONISI

    i took a monthley pension i am happy with it,it all depends on your health,i dont worry about my kids they will have to work like i did

  6. Francesco Composto

    Is she asking about receiving the pension after retirement?
    Or did she leave the job and is deciding what to do with her vested pension?

  7. Kelly York

    Unless you can “retire” or Can “quit a company“ early on and withdraw your pension so that you can roll it over and invest it TAX FREE, you have a looong time to invest until you begin withdrawals and you are ASSURED of a higher investment long term, a pension is your best bet. I’m a nobody, just a retired English teacher who doesn’t like taking risks, but I wouldn’t…

  8. Thruthelookingglass

    I like the stability of the Pension. Just don’t like the company May go under one day.

  9. fawkes the plot phoenix

    If your company goes bankrupt your pension disappears. Always take the lump sum

  10. ATLFUNKCARTEL

    This was a great response by david

  11. Tito Real

    Every time I ask where to put a lump sum , YouTube send me to investing. I just want to know where I’ll put until I decide what to do with it.
    Obviously not in a check account.

    Where?

  12. Spencer Hall

    What about military?

  13. Michael Tyler

    So lump sum is not one of my options. What do I do now.

  14. Spec Collector

    for $147k, I would never take the lump sum. She can spend that in a couple of years. Usually agree with Ramsey but not on this one.

  15. Jackie Yi

    Can I rollover to ROTH IRA?

  16. S G

    No unless your life span is going to be short ?If you take the pension it will pay off more then the lump sum .

  17. jimbo camarillo

    Good day sir watching from the Philippines my concern sir just asking my father worked in saipan nd Guam before for 10 years or more can he claim his benefits? Thank you

  18. codePhreak

    2019 – "it's a bad time to buy". Listening to in 2021

  19. Dan OConnor

    Another reason to take the lump sum: if the company goes under you could lose everything with a pension. Ask the fine folks at Kodak and several defunct airlines.

  20. Amanda Elise

    Your heirs do get it if you pass you just label them beneficiaries and if you take it out as a lump sum it throws you in a higher tax bracket. My dad passed I inherited his pension and I do monthly payments and put those in my savings. The lump sum is significantly less than the monthly payment offer.

  21. Jake Berryman

    Lori Vallow has a lot of nerve calling in under these cirumstances.

  22. Charlie Walter

    Our state retirement is 90% of the average of your three best earning years and if my wife outlives me, she gets it also.

  23. Paul Peterson

    I can't believe he didn't ask the big question first, like what does it pay? I know for my pension the lump sum is only my contributions, I lose all employer contributions, just don't think this is good blanket advice at all.

  24. Stringer Bell

    Get it in a lumpsum before they try to rob you

  25. Chuckie17

    The lump sum won’t even be close to the monthly payment you get from the pension. I am really surprised Dave didn’t ask her what the monthly payment of the pension would be.

  26. DeepScubaDiver

    1.pension is for LIFE, unlike the ira.
    2.some (like mine) you can designate a beneficiary so they can get most of the pension for their life so its not lost we you die.

  27. Jane Ana

    WHEN I MET *HACKERLARRSON001 ON NICEGRAM*MY LIFE CHANGES TO BETTER LIFE CAN’T IMAGINE LIFE WITHOUT HIM THEY’ER THE GREATEST ON PLANET!!!

  28. Tom M

    If you know how to handle money, the lump sum is best in nearly every scenario.

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