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  2. Should I Take a $150,000 Lump Sum or $1,200 Monthly ... - AOL

    www.aol.com/150-000-lump-sum-1-132703647.html

    In that case, again based on Schwab's calculator, you would need to invest your $150,000 at a minimum 9.03% return just to generate the same income as your monthly pension. You would need a ...

  3. Should I Take a $200,000 Lump Sum or $1,850 Monthly ... - AOL

    www.aol.com/200-000-lump-sum-1-142220622.html

    So, if we assume that you collect your pension for 20 years, and that pension has a 2% annual cost of living adjustment, your $200,000 portfolio would need a 12% annual return to generate more ...

  4. The Smartest Way to Invest a Lump Sum Pension Payout - AOL

    www.aol.com/invest-lump-sum-pension-payout...

    A pension plan promises to pay a defined benefit for the length of an employee's retirement. Depending on your financial circumstances, you may consider taking a lump sum instead of a lifetime ...

  5. Defined benefit pension plan - Wikipedia

    en.wikipedia.org/wiki/Defined_benefit_pension_plan

    Personal finance. Defined benefit (DB) pension plan is a type of pension plan in which an employer/sponsor promises a specified pension payment, lump-sum, or combination thereof on retirement that depends on an employee's earnings history, tenure of service and age, rather than depending directly on individual investment returns.

  6. Life annuity - Wikipedia

    en.wikipedia.org/wiki/Life_annuity

    Life annuity. A life annuity is an annuity, or series of payments at fixed intervals, paid while the purchaser (or annuitant) is alive. The majority of life annuities are insurance products sold or issued by life insurance companies however substantial case law indicates that annuity products are not necessarily insurance products. [1]

  7. Annuity - Wikipedia

    en.wikipedia.org/wiki/Annuity

    Annuity. In investment, an annuity is a series of payments made at equal intervals. [1] Examples of annuities are regular deposits to a savings account, monthly home mortgage payments, monthly insurance payments and pension payments. Annuities can be classified by the frequency of payment dates.

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