Cashing Out Your Retirement Plan: Lump Sum or Annuity?

By John P. Dodd, AAMS, CRPC, CFP®, CWS®
Jul 27, 2023

Is it better to take a one-time payment and invest it yourself, or take a series of guaranteed monthly payments over a specific period? It depends on what you’re trying to accomplish.

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Written by

John P. Dodd, AAMS, CRPC, CFP®, CWS®

John P. Dodd, AAMS, CRPC, CFP®, CWS®

John P. Dodd is a senior private wealth advisor and senior partner at Ronald Blue Trust, serving clients from the firm’s office in Nashville, Tenn.

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