Recommendation: Lean Toward Lump Sum

Jill and Mark favor the lump sum given Amy's sizable assets, legacy goals, and lack of COLA in annuity.

Play episode from 09:12

chevron_right

Transcript

chevron_right

Transcript

Episode notes

Have I saved enough to retire now, and if so, should I take a lump sum pension from my employer or the lifetime annuity?

To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy

Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!