The Retirement Clinic-9-10-22 – Lump Sum vs. Annuity Pension Payout

from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning

Marie McFarland examines taking a lump sum payout versus the annuity option in a pension plan, shares instances of real-life mistakes that led to tax penalties, and Jeff Kowal gives insight into the expertise a financial advisor can provide.

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This episode is 47 minutes long.

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This episode was published on September 21, 2022.

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