Should You Take a Lump Sum or an Annuity?

 In Videos

In this video, Rob Auclair discusses decisions you may face regarding your retirement. If you have a pension, the decision to take either a lump sum payment or an annuity is often a difficult one. If you have a 401(k), your choices may be more limited than you’d like.  

Topics Discussed:

  • Pension payments vs. lump sum distributions
  • Pension beneficiary considerations
  • Pension lump sum vs. annuity: What’s most important to you?
  • A solution to limited 401(k) options

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.

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