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Ep 335. Lump Sum or Pension?

EPISODE · Dec 19, 2025 · 9 MIN

Ep 335. Lump Sum or Pension?

from Retire SMART Podcast · host Retire SMART LLC

After selling a 7-figure commercial property, I’m expecting a hefty tax bill; how should prepare for that? Should my husband, who is to retire next year, take the lump sum option or the pension? And as a 53-year-old construction business owner, should I get “Key Man” insurance? David Brooks has answers to these questions in today’s Q&A episode.

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Ep 335. Lump Sum or Pension?

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