Understanding Pension Payout Options

Explore different pension payout options and learn what might work best for your retirement plan with expert insights from Sensible Money's Amy Shepard.

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Understand your pension payout choices with insights from Amy Shepard of Sensible Money. Discover the pros, cons, and unique features of options like Single Life, Joint and Survivor, and Lump Sum. Make informed decisions for a secure retirement.

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00:00 - Introduction to Pension Payout Options
00:21 - Single Life Pension and Benefits
02:36 - Single Life with Period Certain
04:37 - Joint and Survivor Option Explained
07:59 - Social Security Offset and Considerations
09:47 - Lump Sum Option and When It Makes Sense
12:27 - Public Pensions and Social Security Impact
13:23 - Final Thoughts and Planning Advice

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DISCLOSURES
This presentation is for informational purposes only and is not a solicitation to buy or sell securities or provide investment advice. Sensible Money, LLC (“SM”) is a registered investment adviser. Registration does not imply endorsement. For information on SM’s services and fees, you can find our disclosure documents at https://adviserinfo.sec.gov/firm/summ.... Charts or examples are for illustration only and do not guarantee future results. Past performance is not indicative of future outcomes, and investing involves risks, including the possibility of loss.