Latest / TaylorMade Retirement with Taylor Demars, CFP®
Pension Payout Decision: The Break-Even Analysis Most People Miss
Should you take the pension lump sum or monthly payments? It's one of the most important — and most permanent — financial decisions you'll make in retirement. And most of the advice out there starts and ends with the math.
Today, Taylor walks you through The Pension Clarity Test: three questions that go beyond the spreadsheet and help you make the pension decision you won't second-guess at 80.
We'll cover how to evaluate a pension lump sum vs. monthly payments, the break-even math most people miss, the survivorship question every married couple needs to have, and the long-term reality of…
The skinny
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