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.
Here’s some of what we discuss in this episode:
For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.
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