• Accessible Finance Episode 60: Investment Selection, Estate Planning, and Annuities - Listener Questions

  • Nov 25 2024
  • Length: 18 mins
  • Podcast

Accessible Finance Episode 60: Investment Selection, Estate Planning, and Annuities - Listener Questions

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  • Summary

  • This week we answer listener questions about investment selection and estate planning for grandkids as well as annuity vs. lump sum pension plans. How should you decide whether to annuitize a pension or take the lump sum? Unfortunately, "it depends" is the correct answer here. You are more likely to want to annuitize if you are risk averse and want to increase your fixed income to satisfy your spending needs. You want to consider the options present in the annuity component itself. Does it provide for inflation adjustment or survivor provisions? How does all of this align with your personal goals? If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!

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