The Lifetime Income Series: Retirement Planning−Pension Considerations

Considerations of taking a lump sum pension or a lifetime annuity

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James J Puplava CFP

In this week’s installment of the Lifetime Income Series, Jim focuses in on the choices and considerations of receiving a pension at retirement. Should one choose to take the pension as a lump sum if that option is available, or would it be better to take it as a lifetime annuity? Jim clarifies the often confusing choices that many people face as they retire.

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About James J Puplava CFP