Wealth & Risk Management Blog

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

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

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