Download PDF

  1. Pension Lump-Sum Payouts and your Retirement Security: A resource from the Consumer Financial Protection Bureau
    https://files.consumerfinance.gov/f/201601_cfpb_pension-lump-sum-payouts-and-yourretirement-security.pdf

  2. Buyer’s Guide for Deferred Annuities: A resource from the National Association of Insurance Commissioners
    https://www.naic.org/documents/prod_serv_consumer_anb_la.pdf

  3.  Lifetime Income Calculator: A resource from the Employee Benefits Security Administration (Department of Labor)
    https://www.askebsa.dol.gov/lia/home

  4.  Annuity or Lump Sum: A resource from the Pension Benefit Guaranty Corporation
    https://www.pbgc.gov/wr/benefits/annuity-or-lump-sum

  5.  Social Security Administration Longevity Calculator
    https://www.ssa.gov/OACT/population/longevity.html