EPISODE · Nov 20, 2019 · 5 MIN
Retirement Advisor: Lump Sum Or Annuity?
from SA For FAs · host Seeking Alpha
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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Retirement Advisor: Lump Sum Or Annuity?
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This episode was published on November 20, 2019.
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