Wealth & Risk Management Blog

William Byrnes (Texas A&M) tax & compliance articles

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When Clients Get Lump-Sum Pension Offers, What to Advise?

Posted by William Byrnes on November 30, 2012


An increasing number of your clients are facing the novel possibility of choosing a lump sum payout from their pensions instead of the traditional annuity option.  See the full article at –http://www.lifehealthpro.com/2012/08/16/when-clients-get-lump-sum-pension-offers-what-to-a

This entry was posted on November 30, 2012 at 06:00 and is filed under Insurance, Pensions, Taxation, Wealth Management. Tagged: , , , . You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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