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25Jun
1 comment on “Should I Take the Lump Sum or Monthly Pension?”

Should I Take the Lump Sum or Monthly Pension?

Posted by Bryan Haggard CFP®, CFAon June 25, 2019June 25, 2019in Pension Planning1 Comment

$4,000 per month for the rest of their life or $745,000 now in the form of a lump sum. This was the decision that Dan and Sharon had to make as they approached retirement. The truth is that Dan and…

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Bryan Haggard CFP®, CFA is the founder and CEO of RetireMitten Financial, LLC. RetireMitten is a fee-only financial planning firm located in Milford, Michigan that specializes in helping families live a stress-free retirement.

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