Retirement Planning Education, with Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Retirement Planning Education, with Andy Panko
#003 - Should I take my pension as payments or a lump sum?
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Andy Panko
Discussion of the pros and cons, and a decision-making framework, in deciding between taking a pension as lifetime payments or a lump sum
Links in this episode:
- Life expectancy calculator - Living To 100
- IRS pension present value "segment rates" - here
- Pension Benefit Guaranty Corporation ("PGBC") website - here
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Newsletter - Retirement Planning Insights
