Lump Sum or Pension Annuity?
A question we often get asked from retirees is, "Should I take the lump sum or pension annuity?" Everyone's situation is unique, so it is important to calculate your probability of success to evaluate which option is best for you. Matthews Barnett, CFP®, ChFC®, CLU® Financial Planning Specialist
Matthews Barnett, CFP®, ChFC®, CLU® • September 10, 2021