If you have a pension, you have some choices to sort through when it comes time to use it. Should you take a monthly payment or a lump sum? It’s a big decision to make and not one to take lightly. While we’ve covered this topic in the past, a lot of things have changed between inflation and interest rates. We discuss six key factors to consider. Each of these factors should play a part in your decision to determine what’s best for you.
The right answer is not the same for everyone. It’s important to consider your life, your needs, and your goals in light of all of these factors. The choice is yours. Having a financial advisor to talk you through these factors and look at it objectively may help with the decision.
Here’s some of what we discuss in this episode:
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CONTACT US
OUR LOCATION
10975 Grandview Drive
Building 27, Suite 190
Overland Park, KS 66210
Get Directions
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