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Choosing the correct option between the lump sum or monthly pension can have a profound impact on your retirement. This decision is not one to take lightly, as it can shape your financial stability for years to come.
In this video, Alex breaks down the factors to consider when making this crucial choice, providing insights and realworld examples to help you navigate the decisionmaking process with confidence.
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✍ SHOW NOTES & RESOURCES ✍
Show notes: chttps://onedegreeadvisors.com/?p=8712...
What Investment Strategy Is Best for Retirement Income?: • What Investment Strategy Is Best for ...
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This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.
Disclosures: https://onedegreeadvisors.com/solutio...
0:00 Overview
1:25 How to calculate which is better
2:08 Influencing factors
3:52 My clients' real numbers
9:50 Creating income from the lump sum