
What should you do with your pension or defined-benefit plan once you retire
About this episode
In this week's episode, we'll explore the different options you will have with your pension plan (or other similar defined-benefit plan) once you get to retirement. If your plan offers a lump sum payout, why could it make sense to take that option? Are there other benefits available by moving your funds from a pension to an annuity that would benefit you and/or your spouse? Isn't it time to get answers to the tough retirement questions now?
Join Certified Financial Fiduciary® and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. Visit us online at www.SafeMoneyRetirement.com for more information, to join us for this week's webinar, or to get a FREE copy of Tim's bestselling book.
Safe Money Retirement® - Insuring Your Retirement Dreams
Get every episode summarized
Each time The Safe Money Retirement Show publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Safe Money Retirement Show

The Retirement Tax Surprises Too Many People Miss
The Safe Money Retirement Show

Why Procrastinating on Retirement Planning Gets Expensive
The Safe Money Retirement Show

FOMO, YOLO, or JOMO: Choosing a Smarter Retirement Mindset
The Safe Money Retirement Show

Why Retirement Shouldn’t Feel Like Game‑Day Pressure
The Safe Money Retirement Show