Lump Sum or Payout: How to Withdraw When You Retire - podcast episode cover

Lump Sum or Payout: How to Withdraw When You Retire

Feb 27, 201533 min
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Episode description

This week, your Money Guys tackle a question often asked by their clients in regards to retirement planning: “Should I take a lump sum payment, or a monthly pension payment?” Brian and Bo walk listeners through the same decision-making process they offer their clients. They cover the pros and cons of each option, as well as the factors (and math) you need to take into consideration when making the decision.

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