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Should You Consider a Lump Sum Pension Payout? | Retiring Today with Loren Merkle 11 месяцев назад


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Should You Consider a Lump Sum Pension Payout? | Retiring Today with Loren Merkle

https://bit.ly/3YsnRLw - Get your complimentary copy of Loren Merkle’s new book “Retire Your Way” https://merkleretirementplanning.com/... - Register for this week’s Journey to Retirement online workshop. ABOUT THIS VIDEO Those on the verge of retirement face a difficult pension payout decision. Take the lump sum or the monthly payments? That question is discussed during this episode of Retiring Today! Social Media Links Podcast - https://spotifyanchor-web.app.link/e/... Facebook -   / merkleretirementplanning   LinkedIn -   / merkleretirementplanning   Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® https://merkleretirementplanning.com/... Haley Gutschenritter, CERTIFIED FINANCIAL PLANNER™ https://merkleretirementplanning.com/... Molly Nelson, Host of Retiring Today https://merkleretirementplanning.com/... -- This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

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