Episode 150 of our Retire With Style podcast is out now! In this episode of ‘Retire with Style’, Alex and I discuss the complexities of pension decisions with Jason Rizkallah from McLean Asset Management. We dive into the critical choices retirees face regarding pension options, including whether to take a lump sum or annuity payment, the implications of each choice, the importance of comprehensive financial planning, and the potential benefits of external annuities.
We discuss the importance of evaluating commercial annuities, understanding the structures and benefits of different annuity options, and the credit risks associated with pensions and insurance companies. We also covered strategies for diversification, the significance of rate lock procedures, and the impact of income decisions on overall retirement planning. Listen now to learn more!
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