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Roth Conversions, Pension Lump Sums & Annuities: Is Bigger Always Better? - 581 artwork
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Roth Conversions, Pension Lump Sums & Annuities: Is Bigger Always Better? - 581

Your Money, Your Wealth by Your Money, Your Wealth

May 12, 202637:35Business

June in Washington State is 62 with $2.5 million saved and a $350,000 pension on the table. Should she take the lump sum or the monthly check for life? Spoiler alert: there's a 3-to-1 vote in the studio, and Big Al is th...

About This Episode

Roth Conversions, Pension Lump Sums & Annuities: Is Bigger Always Better? - 581 is an episode from Your Money, Your Wealth by Your Money, Your Wealth. June in Washington State is 62 with $2.5 million saved and a $350,000 pension on the tabl...

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Episode Details

Published May 12, 2026, 37:35 long, audio available.