Jason Rizkallah

Jason Rizkallah, Managing Director of Planning at McLean Asset Management, navigates the tricky waters of retirement finances. He breaks down the decision between taking a lump sum versus an annuity, highlighting tax implications and liquidity concerns. Listeners learn about the potential benefits of commercial annuities and the importance of comprehensive financial planning. The chat emphasizes evaluating survivor benefits and credit risks, providing insights to help retirees make informed choices tailored to their long-term goals.