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Lump Sum vs Monthly Pension Payments

When nearing retirement, there are a couple pension payment plans to consider. Matthews Barnett, CFP®, ChFC®, CLU®, Financial Advisor, discusses the differences between lump sum and monthly pension payments. While pensions aren't as common anymore, they can be a great added benefit for retirees. Choose the best plan for you by assessing which one fits well in your overall financial plan.

Matthews Barnett
Financial Advisor

Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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