In this video, you'll learn the difference between taking your pension as an annuity vs. electing it as a lumpsum so you can determine what may make most sense for your individual situation.

Learn the tips & strategies to create your secure retirement.

⏰ TIMESTAMPS
00:00 Introduction
1:35 Maximizing Lifetime Payout
2:21 Comparing Withdrawal Rates
4:12 Example
7:57 Lump Sum Withdrawal Rates
10:01 Risk Tolerance
12:47 Avoiding Annuity Option (is that smart)?
15:26 Social Security Impact
16:33 Legacy Goals
17:00 How Your Pension Impacts Your Overall Strategy

Free Retirement Checklist Here: https://rootfinancialpartners.lpages....

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