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Pensions: Is taking lump sum the right call?
Manage episode 422981125 series 3561324
Inhoud geleverd door Impact Partnership and Charisse Rivers. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Impact Partnership and Charisse Rivers of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Charisse Rivers discusses the decision retirees face regarding their pensions. She explains the pros and cons of taking a monthly check versus a lump sum and highlights the importance of proper financial planning. She emphasizes the need to consider factors such as taxes, inflation, and the impact on surviving spouses. She advises consulting with a retirement financial planner to make an informed decision. The conversation also touches on the significance of Social Security and the importance of doing the math when planning for retirement.
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