Retirement Advisor: Lump Sum Or Annuity? - SA For FAs

What this episode covers

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

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Frequently Asked Questions

How long is this episode of SA For FAs?

This episode is 5 minutes long.

When was this SA For FAs episode published?

This episode was published on November 20, 2019.

What is this episode about?

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...

Can I download this SA For FAs episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.