Money Guide With Mary Sterk

Top Tips for Pension Lump Sum Buyout Options

Informações:

Sinopsis

Got a pension that is offering you a lump sum buyout option? Comparing the choices can be confusing. In this episode of "Money Guide with Mary Sterk," Mary and Sterk Financial Advisor Kelsey Bankey share top tips to help you understand the best choice for you when offered a pension lump sum option. Topics include: Defined Benefits Frozen Benefits Annuity Options Single Life Annuity Joint & Survivor Annuity Pension Maximization Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://podcasts.apple.com/us/podcast/money-guide-with-mary-sterk/id1126426770 Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact