Lump Sum vs. Annuities: Help Retirees Evaluate Their Pension Options
Jun 1, 2006
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By Elaine Floyd, CFP ®
Investors are often conflicted about whether they should take their retirement assets in a lump sum or an annuity. New laws stipulate that employers must give retirees a relative-values disclosure statement. But clients will still need advice on which distribution option is best for them.