#annuities-vs-lump-sum

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Retirement
from24/7 Wall St.
1 day ago

Before You Lock in Your Pension Election: A $1.4 Million Lump Sum Strategy That Beats the Annuity by Hundreds of Thousands

A lump-sum rollover IRA provides liquidity, tax timing control, inheritance potential, and Roth conversion flexibility that outweigh annuity breakeven math.
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