Answers

  • Steve 

    Steve 
    NewRetirement

    San Francisco, CA

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  • Hi,

    Great question - one of our Advisors has a pretty detailed write up of the considerations here:

    http://www.newretirement.com/answers/bud-hebeler/lump-sum-vs-pension.aspx

    Hope this is helpful.

  • Login to rate this answer:   Answered on 3/17/2013
**All above answers are provided as general information only. No warranty is made regarding the fitness or accuracy of the information provided in this answer. You should seek advice from a licensed CPA, attorney or CERTIFIED FINANCIAL PLANNER™ as to your unique financial situation.