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Your Money, Your Wealth — Roth Conversions, Pension Lump Sums & Annuities: Is Bigger Always Better? - 581
Not scored yet37m·2026-05-12·Money

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

Your Money, Your Wealth · 581

Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC 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 the…

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