Pension Plans: Choosing a Lump-sum Distribution

There are numerous factors to consider before choosing a pension plan lump-sum distribution. Learn more about the benefits and risks to lump-sum distributions, and the many factors you should consider before choosing a lump-sum distribution.

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Road to Retirement: Endowment Spending Policy & Dividend Income

In my years of working directly with clients and in teaching retirement planning to financial professionals, I’ve studied retirement income planning methodologies extensively. Thornburg Investment Management has researched an approach on how to develop an “Endowment Spending Policy” in retirement, and in this webinar, I talk with Andrew Rice, Director of Advisor Solutions at Thornburg, about their findings on how to structure your assets for a successful retirement.

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