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Innehåll tillhandahållet av Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Pension Decision - Lump Sum or Annuity?

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Manage episode 441409124 series 2973839
Innehåll tillhandahållet av Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Choosing between a lump sum distribution and an annuity for your pension can be one of the most pivotal financial decisions you'll ever make. What could potentially put more money in your pocket—a flexible lump sum with inheritance potential or the security of guaranteed lifetime income with an annuity? Join us as we unpack this complex choice, exploring the benefits of each option through detailed analyses and real-world examples. Learn vital insights, such as tax implications and the optimal way to transfer a lump sum to an IRA, with guidance from our most recent client case study.
In this episode, we'll demonstrate how a $179,000 lump sum compares to a fixed annuity over different timelines and growth scenarios. Discover how early death could affect inheritance, the advantages of maintaining flexibility for Roth conversions, and which choice aligns best with your financial goals and comfort level with investments. Whether you're leaning towards guaranteed income or eyeing potential growth, our thorough comparison aims to equip you with the knowledge needed to make an informed pension decision. Don't miss our detailed visual breakdown on YouTube for a more immersive learning experience!

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

  continue reading

Kapitel

1. Pension Decision Analysis and Guidance (00:00:00)

2. Pension Lump Sum vs Annuity Decision (00:10:37)

227 episoder

Artwork
iconDela
 
Manage episode 441409124 series 2973839
Innehåll tillhandahållet av Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Choosing between a lump sum distribution and an annuity for your pension can be one of the most pivotal financial decisions you'll ever make. What could potentially put more money in your pocket—a flexible lump sum with inheritance potential or the security of guaranteed lifetime income with an annuity? Join us as we unpack this complex choice, exploring the benefits of each option through detailed analyses and real-world examples. Learn vital insights, such as tax implications and the optimal way to transfer a lump sum to an IRA, with guidance from our most recent client case study.
In this episode, we'll demonstrate how a $179,000 lump sum compares to a fixed annuity over different timelines and growth scenarios. Discover how early death could affect inheritance, the advantages of maintaining flexibility for Roth conversions, and which choice aligns best with your financial goals and comfort level with investments. Whether you're leaning towards guaranteed income or eyeing potential growth, our thorough comparison aims to equip you with the knowledge needed to make an informed pension decision. Don't miss our detailed visual breakdown on YouTube for a more immersive learning experience!

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

  continue reading

Kapitel

1. Pension Decision Analysis and Guidance (00:00:00)

2. Pension Lump Sum vs Annuity Decision (00:10:37)

227 episoder

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