The Safe Money Retirement Show

What should you do with your pension or defined-benefit plan once you retire

Published: June 7, 2025

Duration: 16:54

In this week's episode, we'll explore the different options you will have with your pension plan (or other similar defined-benefit plan) once you get to retirement. If your plan offers a lump sum payout, why could it make sense to take that option? Are there other benefits available by moving your funds from a pension to an annuity that would benefit you and/or your spouse? Isn't it time to get answers to the tough retirement questions now?

Join Certified Financial Fiduciary® and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your l...