Pension vs. Lump Sum Payout Calculator

Pension vs. Lump Sum Payout Calculator

Use this calculator to compare the results of getting a lump sum payout instead of a guaranteed monthly pension for life. Find out what the required annual rate of return required would be for your pension plan options. Choose from pensions that are for a single life, Joint and survivor or a life with 10 years certain.

Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Discover the key to a future filled with financial freedom and relaxation. Reach out to us today for an exclusive peek into personalized retirement planning services that turn your retirement goals into an exciting reality.