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Lump Sum vs Annuity: 4 Tips to Avoid Running Out of Money in Retirement

Date

Thursday, January 16, 2025

Time

10:00 AM America/Los Angeles

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Agenda

About this event

Are you a Corporate employee approaching retirement age and feeling uncertain about your pension plan? Get answers to your pressing questions about how changing interest rates could affect your lump sum and how inflation impacts your annuity payments. Learn how to calculate your pension benefits and determine the best retirement date for you. Plus, gain valuable insights on whether a lump sum or annuity is the better choice for your individual needs. 

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement GroupĀ®. Wealth Enhancement Group is not affiliated with or endorsed by Your Company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.

The Retirement Group
5414 Oberlin Drive
San Diego, CA 92121
(800) 900-5867


Patrick Ray

Patrick is a SVP, Financial Advisor at Wealth Enhancement. He has been working with Fortune 500 clients for many years and is very familiar with your benefits. His goal is to help corporate employees successfully transition from their company into a happy retirement.

Fun Fact: Patrick served in the US Navy on the USS Forrestal and was part of Desert Storm and Provide Comfort from 1990-1994.