Pension or Lump Sum? How to Make the Right Retirement Choice
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Pension or Lump Sum? How to Make the Right Retirement Choice
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This may be one of the largest and most permanent financial decisions you make. Unfortunately, there isn’t one answer that works for everyone. The right choice depends on your income needs, health, life expectancy, other retirement assets, comfort with investment risk, and desire to leave money to your family.
In this video, David Pulcini, CFP® explains:
The peace of mind a monthly pension can provide
Why inflation may reduce a pension’s purchasing power
What may happen to the pension after you and your spouse die
The control and flexibility offered by a lump-sum rollover
How a lump sum may create an asset for your beneficiaries
The investment and longevity risks of managing the money yourself
The questions to answer before making an irreversible election
A pension provides predictable lifetime income and eliminates much of the responsibility for managing the money. A lump sum may offer greater control, growth potential, access to the funds, and legacy-planning flexibility—but you are responsible for making it last.
Don’t make this decision based solely on what a coworker chose. Their health, family, assets, income needs, and retirement plan are not the same as yours.
Before signing your pension election paperwork, compare both options using your actual numbers and complete retirement plan.
Schedule an introductory conversation:
https://calendly.com/dpulcini/introdu...
Call or text: (585) 895-2117
Visit SixPoint Financial Partners: https://www.sixpointfp.com
Subscribe for more retirement-planning insights:
/ @sixpointfinancialpartners4351
Recorded at ROC Vox Recording and Production, Rochester, NY
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