Annuity Options for Pension Plans
Retirement decisions shouldn’t be made in the dark. Whether you're evaluating a single life annuity, joint survivor option, or considering a lump sum, this one-page guide breaks down your pension payout choices and helps you align them with your goals, health, and financial situation.
• The 3 key annuity options most pensions offer
• How your health, dependents, and financial goals affect your decision
• Examples of when each option may make sense and when it may not
• Important trade-offs and questions to ask before committing
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PACES FERRY WEALTH ADVISORS IS A REGISTERED INVESTMENT ADVISOR WITH THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION. Registration does not imply any level of skill or training. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy.