#198 - Whether to take a pension as a lump sum or monthly payments

#198 - Whether to take a pension as a lump sum or monthly payments

April 2, 2026 · 1h 6m

About this episode

Andy discusses the pros and cons of taking a lump sum vs taking monthly payments for your pension.

Andy discusses the pros and cons of taking a lump sum vs taking monthly payments for your pension, questions to ask yourself to help figure out if it might be better for you to take one vs the other, and other considerations to keep in mind in making the decision Links in this episode: www.ImmediateAnnuities.comwww.PBGC.govTenon Financial's April 2026 newsletter - Whether to take a pension as a lump sum or monthly payments Tenon Financial monthly e-newsletter - Retirement Planning Insights...

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Host: Andy Panko

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Mentioned in this episode

Organizations: ImmediateAnnuities.com, PBGC.gov, Tenon Financial

Books & works: Tenon Financial's April 2026 newsletter - Whether to take a pension as a lump sum or monthly payments, Tenon Financial monthly e-newsletter - Retirement Planning Insights

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