Got A Pension? Stop Following Normal Advice

from Income Over Wealth · host Dan Wilson

If you have a pension, the usual advice on claiming Social Security, taking a lump sum, or planning survivor benefits was written for people without one. This episode walks through what changed in 2025, the 6% rule for lump sum decisions, and the inflation gap most pensions quietly carry.How the WEP and GPO repeal changes what pension holders actually collectThe 6% rule for deciding pension vs lump sum payoutThe hidden 45% pension loss from inflation and missing COLAsTake the free Retirement Income Roadmap (7 questions, about 30 seconds): incomeoverwealth.com/mapWatch this episode on YouTube: https://www.youtube.com/watch?v=7R95VeGFgP0This episode is educational and focused on strategy and math. Always consult a qualified tax or financial professional before making personal financial decisions.

Episode metadata supplied by the publisher feed · Published Apr 14, 2026

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The WEP and GPO repeal, the 8% claiming rule, and why pension holders need a different playbook.

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Got A Pension? Stop Following Normal Advice

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This episode was published on April 14, 2026.

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