Top Tips for Pension Lump Sum Buyout Options

Top Tips for Pension Lump Sum Buyout Options

July 13, 2022

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

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