Should you take a $2,400-a-month pension for life or a $410,000 lump sum? That's the question of the week on The Get Ready for the Future Show.
Call us at 866-653-7526 (866-653-PLAN) or book a time at getreadyforthefuture.com to talk through your own situation.
On this episode:
- Pension or lump sum: how do you decide between $2,400 a month for life and a roughly $410,000 rollover?
- Does "85% of my Social Security is taxable" mean you lose 85% to taxes?
- We're 44 and 42, saving $60,000 a year, and want to step back around 55. How do we build a real timeline?
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Discover, protect, and share true financial independence.
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