Podcast Breaking Down the Choice of Lump-Sum and Pension Retirement Options

May 31, 2019

Breaking Down the Choice of Lump-Sum vs. Pension Retirement Options

Commerce Trust Company Senior Financial Planner David Stubblefield, CFP, CDFA, has vicariously “retired” more than 600 times – through writing individual financial plans for his clients. Since you are likely to retire only once, David would like to share what he’s learned in a lifetime of retiring others. Doing anything hundreds of times more than others really does give you some perspective. So for you almost-retirees out there, put the worry beads down for a minute. Let David break it down for you so you can sleep at night.

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Disclosures:

Non-depository investments offered through Commerce Bank are not guaranteed, are not FDIC insured, and may lose value.  Investing involves risk and the information provided here as well as the past performance of any investment obtained through Commerce Trust Company is no guarantee of future results.  information provided is for general education, information, or illustration purposes only, may be of value, but is not and should not be viewed or treated as a recommendation on any future investment or market action.  You are responsible for any investment transaction you choose to enter into, and understand that the following information from Commerce is not to be relied upon as a basis for any future investment decision.  This disclosure statement cannot disclose all risks of investments, economies or markets in which you may choose to transact.  Therefore, please consult with your individual investment advisor for specific investment advice and recommendations.  Commerce does not offer tax, legal or specific estate planning advice.

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