1. Should I Take My Pension as an Annuity or Lump Sum Rollover? James Conole, CFP® 24:16

In this episode of Ready for Retirement, we’re talking about pensions and how you should take your pension when you retire.

Questions Answered: 

  • Should I take my pension as an annuity or lump sum rollover?
  • What are the pros and cons of each?
  • When might both make sense?

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Check us out here for more content to help you create a secure Retirement: YouTube – Root Financial Partners



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James Conole CFP®, Podcaster

James Conole is the founder of Root Financial and the host of the Ready For Retirement podcast and YouTube channel.