Should you lumpsum your pension or take periodic payments?

What about survivorship options?

And how do you determine the best age to take your pension?

Many pensions have a myriad of options to choose from...

How can you decide which option fits both your goals and retirement plan?

We tackle these questions and more in this week's Wealth Wednesday.


Always remember, "You Don't Need More Money; You Need a Better Plan"

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The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing https://www.amazon.com/New60Generat...

Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...