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Should I Rebalance My Portfolio Now?

Retirement Answer Man

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Taking the Pension Option

This is a permanent decision that you can't undo. You need to have a vision, a feasible plan, and then a resilient plan. Take the pension option, taking the guaranteed payments generally is the best option at least in my experience. If I die prematurely, if you don't choose joint life, then that guaranteed payment goes away for my surviving spouse.

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