Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Pension lump sums are higher in 2020 than 2019. But which should you prefer? Listen to Kevin discuss how to financially evaluate the decision as well as what research shows retirees prefer.
Whether you have a pension from your company or not, you'll benefit from this episode. Why? Anyone can invest money with an insurance company and receive a lifetime income in the form of annuity payments. So these considerations are universal in crafting your retirement plan.
Company pension plans specifically discussed include Akron Children's Hospital, FirstEnergy, Goodyear, Mercy Health, and Rockwell Automation.
Useful Info:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-TWD-PLAN or 855-893-7526
More Episodes
2023-02-23
607
2023-02-09
488
2023-01-26
550
2023-01-12
531
2022-12-21
571
2022-12-08
457
2022-11-10
509
2022-10-13
547
2022-09-08
520
2022-08-25
625
2022-08-11
512
2022-07-28
623
2022-07-14
611
2022-05-26
654
Get this podcast on your
phone, FREE
