Lump Sum or Annuity - Show 46-3

Tuesday, August 28, 2012 2,548 views

Mark and Tom address the question: would you be better off purchasing an immediate annuity or taking a lump sum from which you can annually withdraw? What are the pros and cons for each scenario? It's a decision that must be weighed carefully. A fee-only fiduciary can help provide clarity on the ramifications of each option.

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