Get The Most From Your Pension
Big Picture Retirement
English - March 13, 2023 10:30 - 27 minutes - 26.5 MB - ★★★★★ - 366 ratingsInvesting Business News Business News cfp retirement investing planner socialsecurity ssi taxes Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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For those with a pension, the retirement planning decision is not as cut-and-dried as it seems on the surface. Should you take a lump sum, should you wait about taking it, and what are the rules specific to your pension plan? In today’s episode we’re joined by Jeremy Keil from the Retirement Revealed podcast to discuss some of the most important points to consider when making this decision.
Find the Retirement Revealed podcast at https://keilfp.com/blogpodcast/
Jeremy’s podcast episode covering how to decide between a lump sum vs monthly payments. https://keilfp.com/blogpodcast/get-the-most-from-your-pension-lump-sum-or-monthly-annuity/