I'm 66 and retiring soon - should I take my pension as a $520k lump sum or $3,000 monthly payment for life?
Briefly

As retirement approaches, deciding between a lump sum pension or a monthly income stream is crucial. A Reddit post highlights a 66-year-old seeking advice on the best route, considering both options have merits. Regular monthly payments provide stability, but a lump sum offers investment opportunities and potential for legacy. Understanding personal needs, trade-offs, and consulting a financial advisor is vital for retirees facing this dilemma, ensuring they can achieve a comfortable retirement without sacrificing future security or flexibility.
Pensioners deciding between a cash flow stream and a lump sum should evaluate their needs, consider the trade-offs, and contract an advisor.
Having the cash pile means having greater flexibility to take care of those hefty financial surprises that can and do happen at the worst of times.
Read at 24/7 Wall St.
[
|
]