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Personal Investments • Retiring Soon: Pension/Lump Sum Decision - Now or Defer?

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One simple way to decide is to plug the lump sum amount into an annuity calculator, keeping everything the same, such as joint survivor, etc. If the pension is much higher than the annuity, then taking the lump sum is probably a mistake in most circumstances.

Statistics: Posted by Harmanic — Mon Apr 29, 2024 8:29 pm — Replies 5 — Views 712



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