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Lump Sum Or Pension? Crack the 6% Code + Market Highs & Retirement Power Moves

EPISODE · Feb 13, 2025 · 38 MIN

Lump Sum Or Pension? Crack the 6% Code + Market Highs & Retirement Power Moves

from Retire Sooner with Wes Moss · host Wes Moss

Should you take a lump sum or pension payout? Use the 6% Test to help you decide. With markets hitting record highs, is it the right time to invest, or should you wait? History suggests some clues that retirement planning should not be left to chance. Wes Moss and Christa DiBiase provide crucial context by answering listener questions about 401(k) target date funds, beta vs. volatility, selling a business for retirement, mega backdoor Roth IRAs, and inherited IRAs. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Lump Sum Or Pension? Crack the 6% Code + Market Highs & Retirement Power Moves

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