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Should I Take My Defined Benefit Pension As A Lump Sum Or Annuity?

TJ has a defined benefit pension plan that he can take as a lump sum or annuity. Wes helps TJ crunch the numbers and find the best path for retirement. Original airdate: April 30, 2017 - Hour 2, Call 1. Wes Moss is the host of MONEY MATTERS – the country’s longest-running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. Send me your questions directly at (contact box in top right corner) You Can Retire Sooner Than You Think Money Matters with Wes Moss podcast or on Apple Podcasts Twitter: Facebook: Check out my website for more financial tools and articles: Please note, this information is provided to you as a resource for informational purposes only and should not be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. There will be periods of performance fluctuati