Should You Take Pension Payments or a Lump Sum Payout

If you will retire with a pension, you will most likely face a decision fork: Do you take monthly income payments, or a lump sum distribution? This decision is permanent and highly consequential. Here is how we evaluate between these two options at Peak Financial Planning.

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Eric Amzalag, CFP®, RICP®

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Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.