“But when it comes to income planning, clients need a true advisor and a true consultant, and they are seeking out truly independent advisors” - Mike Leverty
Month: January 2023
A Lump-Sum Payout Might Make Sense
"You could take the lump sum now— which means you’ll enjoy the more generous payout— invest the money and use part of the payout to purchase an immediate annuity down the road." -Josh Hawkins