Should I Take My Pension as an Annuity or Lump Sum Rollover?

from Ready For Retirement · host James Conole, CFP®

In this episode of Ready for Retirement, we’re talking about pensions and how you should take your pension when you retire.Questions Answered: Should I take my pension as an annuity or lump sum rollover?What are the pros and cons of each?When might both make sense?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!

Episode metadata supplied by the publisher feed · Published Feb 22, 2022

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In this episode of Ready for Retirement, we’re talking about pensions and how you should take your pension when you retire. Questions Answered: Should I take my pension as an annuity or lump sum rollover?What are the pros and cons of each?When might both make sense?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners LET'S CONNECT! FacebookLinkedInWebsiteENJOY THE SHOW? Don't miss an episode, subscribe via ...