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In this video, you'll learn the difference between taking your pension as an annuity vs. electing it as a lump-sum so you can determine what may make most sense for your individual situation. Learn the tips & strategies to create your secure retirement. ⏰ TIMESTAMPS 00:00 - Introduction 1:35 - Maximizing Lifetime Payout 2:21 - Comparing Withdrawal Rates 4:12 - Example 7:57 - Lump Sum Withdrawal Rates 10:01 - Risk Tolerance 12:47 - Avoiding Annuity Option (is that smart)? 15:26 - Social Security Impact 16:33 - Legacy Goals 17:00 - How Your Pension Impacts Your Overall Strategy Free Retirement Checklist Here: https://rootfinancialpartners.lpages.... SUBSCRIBE HERE: / @rootfp _ _ For more resources and content, check us out below! Website // https://rootfinancialpartners.com/ Podcast // http://readyforretirement.co/ Instagram // / rootfinancialpartners Facebook // / rootfinancialpartners LinkedIn // / 18347030 Other videos we think you'll like: Why I Started Root Financial Partners // • Why I Started the Ready for Retiremen... How Would You Feel If You Knew You Could Retire Today? // • Why I Started the Ready for Retiremen... What Makes Our Approach Different? // • Why I Started the Ready for Retiremen...