Take a Monthly Pension Over a Lump Sum, Says Wes Moss
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Use the 6% test to evaluate pension decisions: annualize the monthly payment, divide by the lump sum, and compare the result to Treasury yields—if it clears 6%, the guaranteed monthly check is typically better.
Rising Treasury yields (1
Quick Read
Use the 6% test to evaluate pension decisions: annualize the monthly payment, divide by the lump sum, and compare the result to Treasury yields—if it clears 6%, the guaranteed monthly check is typically better.
Rising Treasury yields (1
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