Retirement Advisor: Lump Sum Or Annuity?
The standard advice to workers leaving their employment as to whether to take a lump sum or annuitize is to take the lump sum. This podcast (5:45) argues that retirees should ideally have both portfolio wealth and an income they cannot outlive, but...
An episode of the SA For FAs podcast, hosted by Seeking Alpha, titled "Retirement Advisor: Lump Sum Or Annuity?" was published on November 20, 2019 and runs 5 minutes.
November 20, 2019 ·5m · SA For FAs
Summary
The standard advice to workers leaving their employment as to whether to take a lump sum or annuitize is to take the lump sum. This podcast (5:45) argues that retirees should ideally have both portfolio wealth and an income they cannot outlive, but that when a choice must be made, one should examine the decision from both investment and consumption angles.Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode Description
Learn more about your ad choices. Visit megaphone.fm/adchoices
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